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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 | $144,265 | $157,304-8.3% | $141,197+2.2% | $152,909-5.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.09% | 64.34%-41.3pp | 71.41%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $5,897 | $5,263+12.1% | $4,736+24.5% | $4,764+23.8% |
| Participant deferral / active EE | $8,226 | $7,111+15.7% | $6,710+22.6% | $5,851+40.6% |
| Admin fee / account holder | $7,327 | $12,126-39.6% | $10,265-28.6% | $11,601-36.8% |