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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 | $142,758 | $157,276-9.2% | $141,177+1.1% | $152,885-6.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 22.95% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.4pp |
| Employer contribution / active EE | $17,641 | $5,262+235.3% | $4,736+272.5% | $4,763+270.4% |
| Participant deferral / active EE | $10,624 | $7,110+49.4% | $6,710+58.3% | $5,851+81.6% |
| Admin fee / account holder | $8,776 | $12,123-27.6% | $10,263-14.5% | $11,598-24.3% |