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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 | $136,259 | $154,228-11.7% | $145,433-6.3% | $137,256-0.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.34% | 74.59%-50.2pp | 66.58%-42.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,272 | $4,804-52.7% | $4,554-50.1% | $4,156-45.3% |
| Participant deferral / active EE | $6,420 | $8,216-21.9% | $7,897-18.7% | $6,407+0.2% |
| Admin fee / account holder | $683 | $14,344-95.2% | $13,129-94.8% | $12,270-94.4% |