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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 | $156,809 | $157,276-0.3% | $141,177+11.1% | $152,885+2.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.08% | 64.33%-49.3pp | 71.40%-56.3pp | 345.39%-330.3pp |
| Employer contribution / active EE | $3,384 | $5,262-35.7% | $4,736-28.5% | $4,763-29.0% |
| Participant deferral / active EE | $7,813 | $7,110+9.9% | $6,710+16.4% | $5,851+33.5% |
| Admin fee / account holder | $2,136 | $12,123-82.4% | $10,263-79.2% | $11,598-81.6% |