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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 | $157,027 | $196,972-20.3% | $182,262-13.8% | $198,609-20.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 27.01% | 158.27%-131.3pp | 140.60%-113.6pp | 202.70%-175.7pp |
| Employer contribution / active EE | $3,786 | $5,364-29.4% | $5,046-25.0% | $5,055-25.1% |
| Participant deferral / active EE | $11,411 | $8,643+32.0% | $8,276+37.9% | $6,977+63.5% |
| Admin fee / account holder | $2,433 | $18,429-86.8% | $16,712-85.4% | $19,030-87.2% |