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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 | $152,206 | $162,136-6.1% | $152,301-0.1% | $154,746-1.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.95% | 91.02%-73.1pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $4,036 | $4,890-17.5% | $4,624-12.7% | $4,379-7.8% |
| Participant deferral / active EE | $9,700 | $8,341+16.3% | $8,004+21.2% | $6,730+44.1% |
| Admin fee / account holder | $3,102 | $15,759-80.3% | $14,398-78.5% | $14,365-78.4% |