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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 | $147,194 | $211,239-30.3% | $178,528-17.6% | $145,877+0.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.12% | 30.22%-22.1pp | 27.11%-19.0pp | 551.28%-543.2pp |
| Employer contribution / active EE | $7,833 | $4,570+71.4% | $3,950+98.3% | $4,663+68.0% |
| Participant deferral / active EE | $7,990 | $6,963+14.8% | $6,278+27.3% | $6,691+19.4% |
| Admin fee / account holder | $3,944 | $12,095-67.4% | $10,419-62.1% | $13,402-70.6% |