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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 | $142,173 | $174,379-18.5% | $152,093-6.5% | $138,895+2.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.43% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,379 | $4,652-27.4% | $4,175-19.1% | $4,194-19.4% |
| Participant deferral / active EE | $12,567 | $6,159+104.0% | $5,451+130.5% | $6,396+96.5% |
| Admin fee / account holder | $81,741 | $16,880+384.2% | $14,497+463.9% | $12,562+550.7% |