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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 | $138,593 | $227,399-39.1% | $189,758-27.0% | $198,609-30.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 15.45% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,227 | $5,526-59.7% | $4,767-53.3% | $5,055-55.9% |
| Participant deferral / active EE | $11,811 | $6,837+72.8% | $5,856+101.7% | $6,977+69.3% |
| Admin fee / account holder | $2,303 | $25,162-90.8% | $20,388-88.7% | $19,030-87.9% |