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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 | $153,984 | $157,304-2.1% | $141,197+9.1% | $152,909+0.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.51% | 64.34%-47.8pp | 71.41%-54.9pp | 345.46%-329.0pp |
| Employer contribution / active EE | $2,544 | $5,263-51.7% | $4,736-46.3% | $4,764-46.6% |
| Participant deferral / active EE | $9,952 | $7,111+39.9% | $6,710+48.3% | $5,851+70.1% |
| Admin fee / account holder | $1,758 | $12,126-85.5% | $10,265-82.9% | $11,601-84.9% |