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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 | $138,869 | $183,516-24.3% | $155,534-10.7% | $145,884-4.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.43% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,778 | $5,315-66.5% | $4,675-62.0% | $4,662-61.9% |
| Participant deferral / active EE | $6,249 | $6,467-3.4% | $5,630+11.0% | $6,690-6.6% |
| Admin fee / account holder | $6,000 | $19,293-68.9% | $15,900-62.3% | $13,392-55.2% |