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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 | $152,240 | $156,398-2.7% | $147,318+3.3% | $138,895+9.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.65% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,221 | $4,853-74.8% | $4,593-73.4% | $4,194-70.9% |
| Participant deferral / active EE | $4,616 | $8,237-44.0% | $7,906-41.6% | $6,396-27.8% |
| Admin fee / account holder | $35,422 | $14,976+136.5% | $13,708+158.4% | $12,562+182.0% |