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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 | $147,490 | $196,972-25.1% | $182,262-19.1% | $198,609-25.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.98% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $5,160 | $5,364-3.8% | $5,046+2.3% | $5,055+2.1% |
| Participant deferral / active EE | $6,638 | $8,643-23.2% | $8,276-19.8% | $6,977-4.9% |
| Admin fee / account holder | $13,077 | $18,429-29.0% | $16,712-21.8% | $19,030-31.3% |