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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 | $157,966 | $157,296+0.4% | $141,191+11.9% | $152,897+3.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.54% | 64.34%-39.8pp | 71.41%-46.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $10,538 | $5,262+100.3% | $4,736+122.5% | $4,764+121.2% |
| Participant deferral / active EE | $9,750 | $7,111+37.1% | $6,710+45.3% | $5,851+66.6% |
| Admin fee / account holder | $4,614 | $12,125-61.9% | $10,264-55.0% | $11,599-60.2% |