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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 | $156,163 | $110,337+41.5% | $102,383+52.5% | $145,877+7.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $4,330 | $4,216+2.7% | $3,870+11.9% | $4,663-7.1% |
| Participant deferral / active EE | $10,090 | $5,621+79.5% | $5,060+99.4% | $6,691+50.8% |
| Admin fee / account holder | $4,944 | $9,750-49.3% | $8,391-41.1% | $13,402-63.1% |