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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 | $146,170 | $183,627-20.4% | $155,602-6.1% | $145,978+0.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.63% | 61.32%-49.7pp | 64.81%-53.2pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,792 | $5,316-47.5% | $4,675-40.3% | $4,662-40.1% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.9% | $6,690+355.9% |
| Admin fee / account holder | $1,513 | $19,327-92.2% | $15,923-90.5% | $13,400-88.7% |