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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 | $142,202 | $172,111-17.4% | $150,298-5.4% | $137,256+3.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.19% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $11,128 | $4,636+140.0% | $4,154+167.9% | $4,156+167.8% |
| Participant deferral / active EE | $5,950 | $6,166-3.5% | $5,453+9.1% | $6,407-7.1% |
| Admin fee / account holder | $4,429 | $16,471-73.1% | $14,116-68.6% | $12,270-63.9% |