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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 | $162,408 | $172,111-5.6% | $150,298+8.1% | $137,256+18.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.27% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,625 | $4,636-0.2% | $4,154+11.3% | $4,156+11.3% |
| Participant deferral / active EE | $5,441 | $6,166-11.8% | $5,453-0.2% | $6,407-15.1% |
| Admin fee / account holder | $1,375 | $16,471-91.7% | $14,116-90.3% | $12,270-88.8% |