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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 | $150,209 | $183,539-18.2% | $155,556-3.4% | $145,897+3.0% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 13.50% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $5,022 | $5,315-5.5% | $4,675+7.4% | $4,663+7.7% |
| Participant deferral / active EE | $4,863 | $6,467-24.8% | $5,631-13.6% | $6,689-27.3% |
| Admin fee / account holder | $1,133 | $19,275-94.1% | $15,885-92.9% | $13,390-91.5% |