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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 | $159,303 | $152,592+4.4% | $125,180+27.3% | $152,885+4.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.28% | 54.84%-33.6pp | 43.79%-22.5pp | 345.39%-324.1pp |
| Employer contribution / active EE | $6,385 | $4,947+29.1% | $3,866+65.2% | $4,763+34.1% |
| Participant deferral / active EE | $7,732 | $5,868+31.8% | $4,937+56.6% | $5,851+32.1% |
| Admin fee / account holder | $1,407 | $13,435-89.5% | $9,703-85.5% | $11,598-87.9% |