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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 | $150,824 | $183,516-17.8% | $155,534-3.0% | $145,884+3.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $4,340 | $5,315-18.3% | $4,675-7.2% | $4,662-6.9% |
| Participant deferral / active EE | $17,298 | $6,467+167.5% | $5,630+207.2% | $6,690+158.6% |
| Admin fee / account holder | $15,838 | $19,293-17.9% | $15,900-0.4% | $13,392+18.3% |