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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 | $155,858 | $172,111-9.4% | $150,298+3.7% | $137,256+13.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.48% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $11,747 | $4,636+153.4% | $4,154+182.8% | $4,156+182.6% |
| Participant deferral / active EE | $6,998 | $6,166+13.5% | $5,453+28.3% | $6,407+9.2% |
| Admin fee / account holder | $2,581 | $16,471-84.3% | $14,116-81.7% | $12,270-79.0% |