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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 | $151,555 | $148,629+2.0% | $135,982+11.5% | $139,487+8.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.77% | 79.33%-66.6pp | 68.32%-55.6pp | 373.84%-361.1pp |
| Employer contribution / active EE | $4,279 | $5,247-18.4% | $4,859-11.9% | $4,755-10.0% |
| Participant deferral / active EE | $4,735 | $8,102-41.6% | $7,760-39.0% | $6,713-29.5% |
| Admin fee / account holder | $1,954 | $12,406-84.2% | $10,767-81.8% | $11,407-82.9% |