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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 | $162,136-9.0% | $152,301-3.2% | $154,746-4.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.98% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $5,160 | $4,890+5.5% | $4,624+11.6% | $4,379+17.8% |
| Participant deferral / active EE | $6,638 | $8,341-20.4% | $8,004-17.1% | $6,730-1.4% |
| Admin fee / account holder | $13,077 | $15,759-17.0% | $14,398-9.2% | $14,365-9.0% |