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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 | $150,021 | $114,013+31.6% | $103,693+44.7% | $155,188-3.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.98% | 49.31%-37.3pp | 47.61%-35.6pp | 148.84%-136.9pp |
| Employer contribution / active EE | $3,144 | $3,131+0.4% | $2,920+7.7% | $4,248-26.0% |
| Participant deferral / active EE | $7,029 | $4,970+41.4% | $4,579+53.5% | $6,531+7.6% |
| Admin fee / account holder | $14,236 | $8,407+69.3% | $7,858+81.2% | $14,480-1.7% |