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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 | $146,060 | $172,111-15.1% | $150,298-2.8% | $137,256+6.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.48% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,746 | $4,636+2.4% | $4,154+14.3% | $4,156+14.2% |
| Participant deferral / active EE | $13,456 | $6,166+118.2% | $5,453+146.8% | $6,407+110.0% |
| Admin fee / account holder | $29,334 | $16,471+78.1% | $14,116+107.8% | $12,270+139.1% |