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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 | $185,312-12.4% | $161,489+0.6% | $154,746+5.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.27% | 103.84%-86.6pp | 89.72%-72.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $4,625 | $4,769-3.0% | $4,268+8.4% | $4,379+5.6% |
| Participant deferral / active EE | $5,441 | $6,350-14.3% | $5,630-3.4% | $6,730-19.2% |
| Admin fee / account holder | $1,375 | $18,654-92.6% | $16,006-91.4% | $14,365-90.4% |