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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 | $167,216 | $211,288-20.9% | $178,540-6.3% | $145,884+14.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.71% | 30.27%-10.6pp | 27.15%-7.4pp | 551.85%-532.1pp |
| Employer contribution / active EE | $4,576 | $4,5740% | $3,953+15.8% | $4,662-1.9% |
| Participant deferral / active EE | $11,124 | $6,967+59.7% | $6,281+77.1% | $6,690+66.3% |
| Admin fee / account holder | $5,878 | $12,105-51.4% | $10,424-43.6% | $13,392-56.1% |