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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 | $124,088 | $183,592-32.4% | $155,567-20.2% | $145,959-15.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.61% | 61.24%-48.6pp | 64.74%-52.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $5,975 | $5,315+12.4% | $4,674+27.8% | $4,661+28.2% |
| Participant deferral / active EE | $6,084 | $6,464-5.9% | $5,628+8.1% | $6,689-9.0% |
| Admin fee / account holder | $3,947 | $19,318-79.6% | $15,916-75.2% | $13,398-70.5% |