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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 | $129,717 | $152,592-15.0% | $125,180+3.6% | $152,885-15.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.61% | 54.84%-36.2pp | 43.79%-25.2pp | 345.39%-326.8pp |
| Employer contribution / active EE | $5,654 | $4,947+14.3% | $3,866+46.3% | $4,763+18.7% |
| Participant deferral / active EE | $7,318 | $5,868+24.7% | $4,937+48.2% | $5,851+25.1% |
| Admin fee / account holder | $16,679 | $13,435+24.1% | $9,703+71.9% | $11,598+43.8% |