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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 | $121,075 | $183,516-34.0% | $155,534-22.2% | $145,884-17.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.10% | 61.43%-38.3pp | 64.92%-41.8pp | 551.85%-528.7pp |
| Employer contribution / active EE | $1,944 | $5,315-63.4% | $4,675-58.4% | $4,662-58.3% |
| Participant deferral / active EE | $6,550 | $6,467+1.3% | $5,630+16.3% | $6,690-2.1% |
| Admin fee / account holder | $6,748 | $19,293-65.0% | $15,900-57.6% | $13,392-49.6% |