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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 | $149,723 | $185,312-19.2% | $161,489-7.3% | $154,746-3.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.73% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $4,856 | $4,769+1.8% | $4,268+13.8% | $4,379+10.9% |
| Participant deferral / active EE | $3,797 | $6,350-40.2% | $5,630-32.6% | $6,730-43.6% |
| Admin fee / account holder | $14,959 | $18,654-19.8% | $16,006-6.5% | $14,365+4.1% |