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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 | $158,332 | $148,629+6.5% | $135,982+16.4% | $139,487+13.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.65% | 79.33%-64.7pp | 68.32%-53.7pp | 373.84%-359.2pp |
| Employer contribution / active EE | $1,845 | $5,247-64.8% | $4,859-62.0% | $4,755-61.2% |
| Participant deferral / active EE | $7,702 | $8,102-4.9% | $7,760-0.8% | $6,713+14.7% |
| Admin fee / account holder | $10,471 | $12,406-15.6% | $10,767-2.7% | $11,407-8.2% |