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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 | $164,824 | $185,312-11.1% | $161,489+2.1% | $154,746+6.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.02% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $4,409 | $4,769-7.5% | $4,268+3.3% | $4,379+0.7% |
| Participant deferral / active EE | $4,115 | $6,350-35.2% | $5,630-26.9% | $6,730-38.9% |
| Admin fee / account holder | $1,391 | $18,654-92.5% | $16,006-91.3% | $14,365-90.3% |