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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 | $141,355 | $196,972-28.2% | $182,262-22.4% | $198,609-28.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.98% | 158.27%-148.3pp | 140.60%-130.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $3,305 | $5,364-38.4% | $5,046-34.5% | $5,055-34.6% |
| Participant deferral / active EE | $11,350 | $8,643+31.3% | $8,276+37.1% | $6,977+62.7% |
| Admin fee / account holder | $4,007 | $18,429-78.3% | $16,712-76.0% | $19,030-78.9% |