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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 | $166,089-8.7% | $164,928-8.1% | $145,978+3.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.08% | 100.26%-88.2pp | 70.08%-58.0pp | 550.52%-538.4pp |
| Employer contribution / active EE | $6,003 | $5,276+13.8% | $4,343+38.2% | $4,662+28.8% |
| Participant deferral / active EE | $13,644 | $6,961+96.0% | $6,034+126.1% | $6,690+104.0% |
| Admin fee / account holder | $17,768 | $16,641+6.8% | $12,684+40.1% | $13,400+32.6% |