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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 | $154,283 | $157,304-1.9% | $141,197+9.3% | $152,909+0.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.23% | 64.34%-47.1pp | 71.41%-54.2pp | 345.46%-328.2pp |
| Employer contribution / active EE | $6,457 | $5,263+22.7% | $4,736+36.3% | $4,764+35.5% |
| Participant deferral / active EE | $7,901 | $7,111+11.1% | $6,710+17.7% | $5,851+35.0% |
| Admin fee / account holder | $3,166 | $12,126-73.9% | $10,265-69.2% | $11,601-72.7% |