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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 | $150,903 | $182,442-17.3% | $163,379-7.6% | $138,895+8.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.10% | 72.74%-56.6pp | 63.41%-47.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $11,448 | $4,159+175.2% | $3,752+205.1% | $4,194+172.9% |
| Participant deferral / active EE | $34,140 | $6,817+400.8% | $6,282+443.5% | $6,396+433.7% |
| Admin fee / account holder | $7,664 | $10,396-26.3% | $9,818-21.9% | $12,562-39.0% |