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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 | $153,348 | $172,111-10.9% | $150,298+2.0% | $137,256+11.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.51% | 69.37%-44.9pp | 62.79%-38.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $10,439 | $4,636+125.2% | $4,154+151.3% | $4,156+151.2% |
| Participant deferral / active EE | $13,227 | $6,166+114.5% | $5,453+142.6% | $6,407+106.4% |
| Admin fee / account holder | $7,521 | $16,471-54.3% | $14,116-46.7% | $12,270-38.7% |