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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 | $158,546 | $227,566-30.3% | $189,558-16.4% | $167,518-5.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 16.57% | 78.43%-61.9pp | 64.19%-47.6pp | 478.71%-462.1pp |
| Employer contribution / active EE | $3,391 | $5,316-36.2% | $4,412-23.1% | $4,838-29.9% |
| Participant deferral / active EE | $12,478 | $7,002+78.2% | $6,174+102.1% | $6,342+96.8% |
| Admin fee / account holder | $4,498 | $11,881-62.1% | $9,809-54.1% | $12,312-63.5% |