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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 | $157,087 | $174,379-9.9% | $152,093+3.3% | $138,895+13.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.41% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $8,732 | $4,652+87.7% | $4,175+109.2% | $4,194+108.2% |
| Participant deferral / active EE | $5,104 | $6,159-17.1% | $5,451-6.4% | $6,396-20.2% |
| Admin fee / account holder | $1,063 | $16,880-93.7% | $14,497-92.7% | $12,562-91.5% |