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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 | $152,409 | $227,399-33.0% | $189,758-19.7% | $198,609-23.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.95% | 61.03%-46.1pp | 52.62%-37.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $3,933 | $5,526-28.8% | $4,767-17.5% | $5,055-22.2% |
| Participant deferral / active EE | $8,611 | $6,837+26.0% | $5,856+47.1% | $6,977+23.4% |
| Admin fee / account holder | $2,351 | $25,162-90.7% | $20,388-88.5% | $19,030-87.6% |