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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 | $177,688 | $211,288-15.9% | $178,540-0.5% | $145,884+21.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.74% | 30.27%-17.5pp | 27.15%-14.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $4,910 | $4,574+7.4% | $3,953+24.2% | $4,662+5.3% |
| Participant deferral / active EE | $3,833 | $6,967-45.0% | $6,281-39.0% | $6,690-42.7% |
| Admin fee / account holder | $1,775 | $12,105-85.3% | $10,424-83.0% | $13,392-86.7% |