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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 | $174,379-13.3% | $152,093-0.6% | $138,895+8.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.34% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,646 | $4,652-43.1% | $4,175-36.6% | $4,194-36.9% |
| Participant deferral / active EE | $6,017 | $6,159-2.3% | $5,451+10.4% | $6,396-5.9% |
| Admin fee / account holder | $890 | $16,880-94.7% | $14,497-93.9% | $12,562-92.9% |