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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 | $174,379-12.1% | $152,093+0.8% | $138,895+10.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.51% | 74.86%-50.3pp | 66.36%-41.8pp | 145.39%-120.9pp |
| Employer contribution / active EE | $10,439 | $4,652+124.4% | $4,175+150.1% | $4,194+148.9% |
| Participant deferral / active EE | $13,227 | $6,159+114.8% | $5,451+142.6% | $6,396+106.8% |
| Admin fee / account holder | $7,521 | $16,880-55.4% | $14,497-48.1% | $12,562-40.1% |