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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 | $158,445 | $172,111-7.9% | $150,298+5.4% | $137,256+15.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.81% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $7,710 | $4,636+66.3% | $4,154+85.6% | $4,156+85.5% |
| Participant deferral / active EE | $6,314 | $6,166+2.4% | $5,453+15.8% | $6,407-1.5% |
| Admin fee / account holder | $1,241 | $16,471-92.5% | $14,116-91.2% | $12,270-89.9% |