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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 | $151,112 | $154,209-2.0% | $130,062+16.2% | $139,487+8.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.06% | 32.52%-12.5pp | -137.37%+157.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $3,034 | $5,292-42.7% | $4,322-29.8% | $4,755-36.2% |
| Participant deferral / active EE | $8,885 | $6,709+32.4% | $5,821+52.6% | $6,713+32.4% |
| Admin fee / account holder | $1,049 | $13,988-92.5% | $10,601-90.1% | $11,407-90.8% |