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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 | $164,698 | $211,239-22.0% | $178,528-7.7% | $145,877+12.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.68% | 30.22%-18.5pp | 27.11%-15.4pp | 551.28%-539.6pp |
| Employer contribution / active EE | $4,102 | $4,570-10.2% | $3,950+3.8% | $4,663-12.0% |
| Participant deferral / active EE | $11,937 | $6,963+71.4% | $6,278+90.1% | $6,691+78.4% |
| Admin fee / account holder | $37,648 | $12,095+211.3% | $10,419+261.3% | $13,402+180.9% |