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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 | $146,309 | $183,592-20.3% | $155,567-6.0% | $145,959+0.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.24% | 61.24%-52.0pp | 64.74%-55.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $15,125 | $5,315+184.6% | $4,674+223.6% | $4,661+224.5% |
| Participant deferral / active EE | $12,200 | $6,464+88.7% | $5,628+116.8% | $6,689+82.4% |
| Admin fee / account holder | $1,187 | $19,318-93.9% | $15,916-92.5% | $13,398-91.1% |