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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 | $142,459 | $162,821-12.5% | $133,978+6.3% | $158,982-10.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.39% | 41.95%-28.6pp | 45.10%-31.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $2,321 | $4,976-53.4% | $3,919-40.8% | $4,763-51.3% |
| Participant deferral / active EE | $4,760 | $5,910-19.5% | $5,047-5.7% | $5,983-20.4% |
| Admin fee / account holder | $11,106 | $11,742-5.4% | $8,930+24.4% | $11,252-1.3% |