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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 | $149,473 | $211,288-29.3% | $178,540-16.3% | $145,884+2.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.69% | 30.27%-14.6pp | 27.15%-11.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $5,876 | $4,574+28.5% | $3,953+48.7% | $4,662+26.0% |
| Participant deferral / active EE | $15,644 | $6,967+124.6% | $6,281+149.1% | $6,690+133.9% |
| Admin fee / account holder | $7,348 | $12,105-39.3% | $10,424-29.5% | $13,392-45.1% |