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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 | $144,898 | $157,304-7.9% | $141,197+2.6% | $152,909-5.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.56% | 64.34%-42.8pp | 71.41%-49.8pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,790 | $5,263-47.0% | $4,736-41.1% | $4,764-41.4% |
| Participant deferral / active EE | $7,139 | $7,111+0.4% | $6,710+6.4% | $5,851+22.0% |
| Admin fee / account holder | $1,708 | $12,126-85.9% | $10,265-83.4% | $11,601-85.3% |