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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 | $148,756 | $110,337+34.8% | $102,383+45.3% | $145,877+2.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.38% | 24.83%-5.5pp | 24.94%-5.6pp | 551.28%-531.9pp |
| Employer contribution / active EE | $4,543 | $4,216+7.8% | $3,870+17.4% | $4,663-2.6% |
| Participant deferral / active EE | $9,796 | $5,621+74.3% | $5,060+93.6% | $6,691+46.4% |
| Admin fee / account holder | $1,511 | $9,750-84.5% | $8,391-82.0% | $13,402-88.7% |