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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 | $142,779 | $157,296-9.2% | $141,191+1.1% | $152,897-6.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.60% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $6,019 | $5,262+14.4% | $4,736+27.1% | $4,764+26.4% |
| Participant deferral / active EE | $9,854 | $7,111+38.6% | $6,710+46.8% | $5,851+68.4% |
| Admin fee / account holder | $3,561 | $12,125-70.6% | $10,264-65.3% | $11,599-69.3% |