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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 | $157,335 | $196,972-20.1% | $182,262-13.7% | $198,609-20.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.93% | 158.27%-141.3pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $3,998 | $5,364-25.5% | $5,046-20.8% | $5,055-20.9% |
| Participant deferral / active EE | $8,464 | $8,643-2.1% | $8,276+2.3% | $6,977+21.3% |
| Admin fee / account holder | $2,826 | $18,429-84.7% | $16,712-83.1% | $19,030-85.1% |