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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 | $163,737 | $211,288-22.5% | $178,540-8.3% | $145,884+12.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.50% | 30.27%-20.8pp | 27.15%-17.7pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,226 | $4,574-51.3% | $3,953-43.7% | $4,662-52.3% |
| Participant deferral / active EE | $15,723 | $6,967+125.7% | $6,281+150.3% | $6,690+135.0% |
| Admin fee / account holder | $2,034 | $12,105-83.2% | $10,424-80.5% | $13,392-84.8% |