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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 | $161,147 | $157,304+2.4% | $141,197+14.1% | $152,909+5.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.17% | 64.34%-40.2pp | 71.41%-47.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $2,780 | $5,263-47.2% | $4,736-41.3% | $4,764-41.6% |
| Participant deferral / active EE | $9,033 | $7,111+27.0% | $6,710+34.6% | $5,851+54.4% |
| Admin fee / account holder | $5,899 | $12,126-51.4% | $10,265-42.5% | $11,601-49.1% |