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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 | $157,167 | $162,821-3.5% | $133,978+17.3% | $158,982-1.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.23% | 41.95%-26.7pp | 45.10%-29.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $4,600 | $4,976-7.6% | $3,919+17.4% | $4,763-3.4% |
| Participant deferral / active EE | $6,541 | $5,910+10.7% | $5,047+29.6% | $5,983+9.3% |
| Admin fee / account holder | $915 | $11,742-92.2% | $8,930-89.7% | $11,252-91.9% |