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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 | $170,697 | $162,785+4.9% | $133,959+27.4% | $158,950+7.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.05% | 41.94%-23.9pp | 45.09%-27.0pp | 302.91%-284.9pp |
| Employer contribution / active EE | $4,541 | $4,975-8.7% | $3,919+15.9% | $4,762-4.6% |
| Participant deferral / active EE | $10,261 | $5,910+73.6% | $5,047+103.3% | $5,983+71.5% |
| Admin fee / account holder | $4,118 | $11,738-64.9% | $8,928-53.9% | $11,248-63.4% |