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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 | $150,496 | $185,312-18.8% | $161,489-6.8% | $154,746-2.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.35% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $5,039 | $4,769+5.7% | $4,268+18.1% | $4,379+15.1% |
| Participant deferral / active EE | $10,744 | $6,350+69.2% | $5,630+90.8% | $6,730+59.6% |
| Admin fee / account holder | $9,384 | $18,654-49.7% | $16,006-41.4% | $14,365-34.7% |