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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 | $149,320 | $172,111-13.2% | $150,298-0.7% | $137,256+8.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.74% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $6,765 | $4,636+45.9% | $4,154+62.9% | $4,156+62.8% |
| Participant deferral / active EE | $6,401 | $6,166+3.8% | $5,453+17.4% | $6,407-0.1% |
| Admin fee / account holder | $2,919 | $16,471-82.3% | $14,116-79.3% | $12,270-76.2% |