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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 | $180,284 | $211,288-14.7% | $178,540+1.0% | $145,884+23.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.57% | 30.27%-18.7pp | 27.15%-15.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,569 | $4,574-43.8% | $3,953-35.0% | $4,662-44.9% |
| Participant deferral / active EE | $8,914 | $6,967+28.0% | $6,281+41.9% | $6,690+33.3% |
| Admin fee / account holder | $82,919 | $12,105+585.0% | $10,424+695.4% | $13,392+519.2% |