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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 | $152,284 | $148,582+2.5% | $135,942+12.0% | $139,456+9.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.12% | 79.26%-59.1pp | 68.28%-48.2pp | 373.45%-353.3pp |
| Employer contribution / active EE | $4,155 | $5,245-20.8% | $4,858-14.5% | $4,753-12.6% |
| Participant deferral / active EE | $12,441 | $8,101+53.6% | $7,759+60.3% | $6,711+85.4% |
| Admin fee / account holder | $6,872 | $12,402-44.6% | $10,764-36.2% | $11,407-39.8% |