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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 | $151,309 | $132,099+14.5% | $115,599+30.9% | $138,895+8.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.80% | 176.76%-162.0pp | 111.10%-96.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $984 | $3,416-71.2% | $2,955-66.7% | $4,194-76.5% |
| Participant deferral / active EE | $4,159 | $5,617-26.0% | $4,889-14.9% | $6,396-35.0% |
| Admin fee / account holder | $17,171 | $15,650+9.7% | $12,841+33.7% | $12,562+36.7% |