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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 | $152,450 | $157,296-3.1% | $141,191+8.0% | $152,897-0.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.85% | 64.34%-46.5pp | 71.41%-53.6pp | 345.43%-327.6pp |
| Employer contribution / active EE | $6,338 | $5,262+20.4% | $4,736+33.8% | $4,764+33.0% |
| Participant deferral / active EE | $8,646 | $7,111+21.6% | $6,710+28.8% | $5,851+47.8% |
| Admin fee / account holder | $42,015 | $12,125+246.5% | $10,264+309.3% | $11,599+262.2% |