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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 | $149,379 | $162,136-7.9% | $152,301-1.9% | $154,746-3.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.80% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $7,667 | $4,890+56.8% | $4,624+65.8% | $4,379+75.1% |
| Participant deferral / active EE | $8,600 | $8,341+3.1% | $8,004+7.4% | $6,730+27.8% |
| Admin fee / account holder | $8,313 | $15,759-47.3% | $14,398-42.3% | $14,365-42.1% |