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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 | $155,016 | $138,312+12.1% | $122,979+26.1% | $155,188-0.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 19.65% | 22.06%-2.4pp | 20.12%-0.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $14,866 | $3,530+321.1% | $3,062+385.4% | $4,248+250.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,159 | $15,089-72.4% | $12,864-67.7% | $14,480-71.3% |