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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 | $159,667 | $168,635-5.3% | $147,617+8.2% | $125,389+27.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.34% | 77.65%-77.3pp | 61.98%-61.6pp | 282.24%-281.9pp |
| Employer contribution / active EE | $3,714 | $6,252-40.6% | $5,564-33.3% | $4,866-23.7% |
| Participant deferral / active EE | $4,353 | $5,507-21.0% | $4,895-11.1% | $5,352-18.7% |
| Admin fee / account holder | $12,176 | $13,580-10.3% | $11,612+4.9% | $9,541+27.6% |