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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 | $149,855 | $148,582+0.9% | $135,942+10.2% | $139,456+7.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.93% | 79.26%-66.3pp | 68.28%-55.3pp | 373.45%-360.5pp |
| Employer contribution / active EE | $2,039 | $5,245-61.1% | $4,858-58.0% | $4,753-57.1% |
| Participant deferral / active EE | $11,454 | $8,101+41.4% | $7,759+47.6% | $6,711+70.7% |
| Admin fee / account holder | $1,381 | $12,402-88.9% | $10,764-87.2% | $11,407-87.9% |