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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 | $182,229 | $227,566-19.9% | $189,558-3.9% | $167,518+8.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 10.77% | 78.43%-67.7pp | 64.19%-53.4pp | 478.71%-467.9pp |
| Employer contribution / active EE | $2,667 | $5,316-49.8% | $4,412-39.6% | $4,838-44.9% |
| Participant deferral / active EE | $5,023 | $7,002-28.3% | $6,174-18.6% | $6,342-20.8% |
| Admin fee / account holder | $1,613 | $11,881-86.4% | $9,809-83.6% | $12,312-86.9% |