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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 | $160,775 | $181,062-11.2% | $158,223+1.6% | $155,188+3.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.19% | 57.39%-44.2pp | 52.09%-38.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $2,392 | $4,565-47.6% | $4,109-41.8% | $4,248-43.7% |
| Participant deferral / active EE | $5,173 | $6,134-15.7% | $5,467-5.4% | $6,531-20.8% |
| Admin fee / account holder | $9,910 | $18,825-47.4% | $16,047-38.2% | $14,480-31.6% |