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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 | $144,769 | $157,304-8.0% | $141,197+2.5% | $152,909-5.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.64% | 64.34%-44.7pp | 71.41%-51.8pp | 345.46%-325.8pp |
| Employer contribution / active EE | $8,533 | $5,263+62.1% | $4,736+80.2% | $4,764+79.1% |
| Participant deferral / active EE | $9,734 | $7,111+36.9% | $6,710+45.1% | $5,851+66.4% |
| Admin fee / account holder | $941 | $12,126-92.2% | $10,265-90.8% | $11,601-91.9% |