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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 | $146,253 | $162,136-9.8% | $152,301-4.0% | $154,746-5.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.80% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $4,704 | $4,890-3.8% | $4,624+1.7% | $4,379+7.4% |
| Participant deferral / active EE | $16,042 | $8,341+92.3% | $8,004+100.4% | $6,730+138.3% |
| Admin fee / account holder | $11,621 | $15,759-26.3% | $14,398-19.3% | $14,365-19.1% |