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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 | $151,576 | $166,268-8.8% | $165,100-8.2% | $145,897+3.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.08% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $6,003 | $5,284+13.6% | $4,348+38.1% | $4,663+28.7% |
| Participant deferral / active EE | $13,644 | $6,964+95.9% | $6,035+126.1% | $6,689+104.0% |
| Admin fee / account holder | $17,768 | $16,659+6.7% | $12,696+40.0% | $13,390+32.7% |