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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 | $160,394 | $209,336-23.4% | $197,124-18.6% | $137,256+16.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.25% | 48.09%-26.8pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,216 | $6,591-36.0% | $6,227-32.3% | $4,156+1.4% |
| Participant deferral / active EE | $12,205 | $9,614+26.9% | $9,135+33.6% | $6,407+90.5% |
| Admin fee / account holder | $1,264 | $17,308-92.7% | $16,298-92.2% | $12,270-89.7% |