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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 | $140,241 | $156,398-10.3% | $147,318-4.8% | $138,895+1.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.48% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $5,390 | $4,853+11.1% | $4,593+17.4% | $4,194+28.5% |
| Participant deferral / active EE | $6,424 | $8,237-22.0% | $7,906-18.7% | $6,396+0.4% |
| Admin fee / account holder | $55,299 | $14,976+269.3% | $13,708+303.4% | $12,562+340.2% |