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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,575 | $183,539-20.7% | $155,556-6.4% | $145,897-0.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.89% | 61.31%-50.4pp | 64.84%-53.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,678 | $5,315-68.4% | $4,675-64.1% | $4,663-64.0% |
| Participant deferral / active EE | $13,270 | $6,467+105.2% | $5,631+135.7% | $6,689+98.4% |
| Admin fee / account holder | $3,762 | $19,275-80.5% | $15,885-76.3% | $13,390-71.9% |