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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 | $143,812 | $148,582-3.2% | $135,942+5.8% | $139,456+3.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.32% | 79.26%-62.9pp | 68.28%-52.0pp | 373.45%-357.1pp |
| Employer contribution / active EE | $2,679 | $5,245-48.9% | $4,858-44.9% | $4,753-43.6% |
| Participant deferral / active EE | $5,795 | $8,101-28.5% | $7,759-25.3% | $6,711-13.7% |
| Admin fee / account holder | $2,462 | $12,402-80.2% | $10,764-77.1% | $11,407-78.4% |