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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 | $164,227 | $157,276+4.4% | $141,177+16.3% | $152,885+7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.21% | 64.33%-47.1pp | 71.40%-54.2pp | 345.39%-328.2pp |
| Employer contribution / active EE | $5,007 | $5,262-4.8% | $4,736+5.7% | $4,763+5.1% |
| Participant deferral / active EE | $2,444 | $7,110-65.6% | $6,710-63.6% | $5,851-58.2% |
| Admin fee / account holder | $6,406 | $12,123-47.2% | $10,263-37.6% | $11,598-44.8% |