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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 | $158,740 | $157,304+0.9% | $141,197+12.4% | $152,909+3.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.59% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.9pp |
| Employer contribution / active EE | $4,219 | $5,263-19.8% | $4,736-10.9% | $4,764-11.4% |
| Participant deferral / active EE | $9,730 | $7,111+36.8% | $6,710+45.0% | $5,851+66.3% |
| Admin fee / account holder | $5,528 | $12,126-54.4% | $10,265-46.1% | $11,601-52.3% |