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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 | $183,592-23.1% | $155,574-9.3% | $145,877-3.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.34% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $5,868 | $5,317+10.4% | $4,676+25.5% | $4,663+25.8% |
| Participant deferral / active EE | $6,435 | $6,466-0.5% | $5,629+14.3% | $6,691-3.8% |
| Admin fee / account holder | $2,174 | $19,316-88.7% | $15,914-86.3% | $13,402-83.8% |