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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 | $150,521 | $181,062-16.9% | $158,223-4.9% | $155,188-3.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.95% | 57.39%-38.4pp | 52.09%-33.1pp | 148.84%-129.9pp |
| Employer contribution / active EE | $14,784 | $4,565+223.9% | $4,109+259.8% | $4,248+248.0% |
| Participant deferral / active EE | $7,692 | $6,134+25.4% | $5,467+40.7% | $6,531+17.8% |
| Admin fee / account holder | $26,332 | $18,825+39.9% | $16,047+64.1% | $14,480+81.9% |