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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 | $154,250 | $183,627-16.0% | $155,602-0.9% | $145,978+5.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.01% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $4,240 | $5,316-20.3% | $4,675-9.3% | $4,662-9.1% |
| Participant deferral / active EE | $5,952 | $6,466-7.9% | $5,629+5.7% | $6,690-11.0% |
| Admin fee / account holder | $7,475 | $19,327-61.3% | $15,923-53.1% | $13,400-44.2% |