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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 | $150,577 | $172,111-12.5% | $150,298+0.2% | $137,256+9.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.09% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $8,153 | $4,636+75.9% | $4,154+96.3% | $4,156+96.2% |
| Participant deferral / active EE | $6,390 | $6,166+3.6% | $5,453+17.2% | $6,407-0.3% |
| Admin fee / account holder | $11,392 | $16,471-30.8% | $14,116-19.3% | $12,270-7.2% |