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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 | $149,867 | $162,136-7.6% | $152,301-1.6% | $154,746-3.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.75% | 91.02%-78.3pp | 80.50%-67.7pp | 172.34%-159.6pp |
| Employer contribution / active EE | $3,999 | $4,890-18.2% | $4,624-13.5% | $4,379-8.7% |
| Participant deferral / active EE | $17,449 | $8,341+109.2% | $8,004+118.0% | $6,730+159.3% |
| Admin fee / account holder | $4,235 | $15,759-73.1% | $14,398-70.6% | $14,365-70.5% |