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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 | $153,065 | $211,224-27.5% | $178,505-14.3% | $145,897+4.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.76% | 30.28%-8.5pp | 27.16%-5.4pp | 552.29%-530.5pp |
| Employer contribution / active EE | $3,699 | $4,577-19.2% | $3,955-6.5% | $4,663-20.7% |
| Participant deferral / active EE | $23,000 | $6,966+230.2% | $6,280+266.2% | $6,689+243.8% |
| Admin fee / account holder | $1,770 | $12,109-85.4% | $10,428-83.0% | $13,390-86.8% |