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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 | $159,477 | $157,296+1.4% | $141,191+13.0% | $152,897+4.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.39% | 64.34%-46.0pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $4,133 | $5,262-21.5% | $4,736-12.7% | $4,764-13.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,668 | $12,125-78.0% | $10,264-74.0% | $11,599-77.0% |