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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 | $151,195 | $181,062-16.5% | $158,223-4.4% | $155,188-2.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.34% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $2,646 | $4,565-42.0% | $4,109-35.6% | $4,248-37.7% |
| Participant deferral / active EE | $6,017 | $6,134-1.9% | $5,467+10.1% | $6,531-7.9% |
| Admin fee / account holder | $890 | $18,825-95.3% | $16,047-94.5% | $14,480-93.9% |