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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 | $150,078 | $162,812-7.8% | $133,971+12.0% | $158,966-5.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.20% | 41.94%-32.7pp | 45.09%-35.9pp | 302.95%-293.7pp |
| Employer contribution / active EE | $4,960 | $4,976-0.3% | $3,919+26.6% | $4,762+4.1% |
| Participant deferral / active EE | $19,649 | $5,910+232.5% | $5,047+289.3% | $5,983+228.4% |
| Admin fee / account holder | $7,393 | $11,741-37.0% | $8,929-17.2% | $11,250-34.3% |