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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 | $153,546 | $157,304-2.4% | $141,197+8.7% | $152,909+0.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.31% | 64.34%-44.0pp | 71.41%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $3,688 | $5,263-29.9% | $4,736-22.1% | $4,764-22.6% |
| Participant deferral / active EE | $7,643 | $7,111+7.5% | $6,710+13.9% | $5,851+30.6% |
| Admin fee / account holder | $1,437 | $12,126-88.1% | $10,265-86.0% | $11,601-87.6% |