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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 | $171,237 | $162,785+5.2% | $133,959+27.8% | $158,950+7.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.65% | 41.94%-26.3pp | 45.09%-29.4pp | 302.91%-287.3pp |
| Employer contribution / active EE | $4,561 | $4,975-8.3% | $3,919+16.4% | $4,762-4.2% |
| Participant deferral / active EE | $12,037 | $5,910+103.7% | $5,047+138.5% | $5,983+101.2% |
| Admin fee / account holder | $3,170 | $11,738-73.0% | $8,928-64.5% | $11,248-71.8% |