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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 | $157,173 | $162,785-3.4% | $133,959+17.3% | $158,950-1.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.87% | 41.94%-34.1pp | 45.09%-37.2pp | 302.91%-295.0pp |
| Employer contribution / active EE | $4,128 | $4,975-17.0% | $3,919+5.3% | $4,762-13.3% |
| Participant deferral / active EE | $5,776 | $5,910-2.3% | $5,047+14.4% | $5,983-3.5% |
| Admin fee / account holder | $1,199 | $11,738-89.8% | $8,928-86.6% | $11,248-89.3% |