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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 | $150,084 | $157,304-4.6% | $141,197+6.3% | $152,909-1.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.12% | 64.34%-46.2pp | 71.41%-53.3pp | 345.46%-327.3pp |
| Employer contribution / active EE | $1,992 | $5,263-62.1% | $4,736-57.9% | $4,764-58.2% |
| Participant deferral / active EE | $15,000 | $7,111+110.9% | $6,710+123.5% | $5,851+156.4% |
| Admin fee / account holder | $1,523 | $12,126-87.4% | $10,265-85.2% | $11,601-86.9% |