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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 | $154,554 | $165,381-6.5% | $149,730+3.2% | $158,966-2.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.62% | 348.29%-321.7pp | 276.70%-250.1pp | 302.95%-276.3pp |
| Employer contribution / active EE | $4,545 | $5,104-10.9% | $4,645-2.1% | $4,762-4.6% |
| Participant deferral / active EE | $8,489 | $7,182+18.2% | $6,843+24.1% | $5,983+41.9% |
| Admin fee / account holder | $2,545 | $10,809-76.5% | $9,310-72.7% | $11,250-77.4% |