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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 | $139,942 | $183,539-23.8% | $155,556-10.0% | $145,897-4.1% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 10.24% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,295 | $5,315-56.8% | $4,675-50.9% | $4,663-50.8% |
| Participant deferral / active EE | $9,512 | $6,467+47.1% | $5,631+68.9% | $6,689+42.2% |
| Admin fee / account holder | $45,675 | $19,275+137.0% | $15,885+187.5% | $13,390+241.1% |