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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 | $143,123 | $201,370-28.9% | $184,256-22.3% | $145,897-1.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.79% | 29.05%-12.3pp | 28.85%-12.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $6,806 | $7,024-3.1% | $6,427+5.9% | $4,663+46.0% |
| Participant deferral / active EE | $22,832 | $9,808+132.8% | $9,133+150.0% | $6,689+241.3% |
| Admin fee / account holder | $5,418 | $16,364-66.9% | $13,899-61.0% | $13,390-59.5% |