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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 | $151,800 | $183,516-17.3% | $155,534-2.4% | $145,884+4.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.09% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $4,749 | $5,315-10.6% | $4,675+1.6% | $4,662+1.9% |
| Participant deferral / active EE | $5,628 | $6,467-13.0% | $5,6300% | $6,690-15.9% |
| Admin fee / account holder | $2,033 | $19,293-89.5% | $15,900-87.2% | $13,392-84.8% |