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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 | $141,175 | $183,539-23.1% | $155,556-9.2% | $145,897-3.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.34% | 61.31%-52.0pp | 64.84%-55.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $5,868 | $5,315+10.4% | $4,675+25.5% | $4,663+25.9% |
| Participant deferral / active EE | $6,435 | $6,467-0.5% | $5,631+14.3% | $6,689-3.8% |
| Admin fee / account holder | $2,174 | $19,275-88.7% | $15,885-86.3% | $13,390-83.8% |