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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 | $151,366 | $166,020-8.8% | $164,866-8.2% | $145,959+3.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.93% | 100.08%-85.1pp | 69.97%-55.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,784 | $5,275-66.2% | $4,343-58.9% | $4,661-61.7% |
| Participant deferral / active EE | $3,389 | $6,961-51.3% | $6,033-43.8% | $6,689-49.3% |
| Admin fee / account holder | $13,472 | $16,644-19.1% | $12,689+6.2% | $13,398+0.6% |