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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 | $151,866 | $178,174-14.8% | $156,181-2.8% | $137,256+10.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.68% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,733 | $4,972+15.3% | $4,294+33.5% | $4,156+37.9% |
| Participant deferral / active EE | $9,937 | $6,888+44.3% | $6,132+62.0% | $6,407+55.1% |
| Admin fee / account holder | $59,694 | $17,404+243.0% | $14,586+309.3% | $12,270+386.5% |