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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 | $153,088 | $157,296-2.7% | $141,191+8.4% | $152,897+0.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.30% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $3,415 | $5,262-35.1% | $4,736-27.9% | $4,764-28.3% |
| Participant deferral / active EE | $4,345 | $7,111-38.9% | $6,710-35.3% | $5,851-25.7% |
| Admin fee / account holder | $5,492 | $12,125-54.7% | $10,264-46.5% | $11,599-52.7% |