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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 | $166,485 | $185,312-10.2% | $161,489+3.1% | $154,746+7.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.61% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $10,546 | $4,769+121.1% | $4,268+147.1% | $4,379+140.8% |
| Participant deferral / active EE | $6,029 | $6,350-5.0% | $5,630+7.1% | $6,730-10.4% |
| Admin fee / account holder | $3,331 | $18,654-82.1% | $16,006-79.2% | $14,365-76.8% |