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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 | $148,146 | $183,592-19.3% | $155,574-4.8% | $145,877+1.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.23% | 61.37%-46.1pp | 64.87%-49.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,263 | $5,317-57.4% | $4,676-51.6% | $4,663-51.5% |
| Participant deferral / active EE | $10,131 | $6,466+56.7% | $5,629+80.0% | $6,691+51.4% |
| Admin fee / account holder | $1,111 | $19,316-94.2% | $15,914-93.0% | $13,402-91.7% |