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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 | $169,179 | $228,395-25.9% | $185,861-9.0% | $158,982+6.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.60% | 40.82%-28.2pp | 35.96%-23.4pp | 302.99%-290.4pp |
| Employer contribution / active EE | $4,525 | $4,968-8.9% | $4,088+10.7% | $4,763-5.0% |
| Participant deferral / active EE | $10,060 | $6,417+56.8% | $5,634+78.6% | $5,983+68.1% |
| Admin fee / account holder | $3,932 | $11,869-66.9% | $9,503-58.6% | $11,252-65.1% |