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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 | $113,290 | $172,111-34.2% | $150,298-24.6% | $137,256-17.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.32% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,196 | $4,636+12.1% | $4,154+25.1% | $4,156+25.0% |
| Participant deferral / active EE | $4,052 | $6,166-34.3% | $5,453-25.7% | $6,407-36.8% |
| Admin fee / account holder | $86,009 | $16,471+422.2% | $14,116+509.3% | $12,270+601.0% |