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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 | $144,441 | $162,812-11.3% | $133,971+7.8% | $158,966-9.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.18% | 41.94%-24.8pp | 45.09%-27.9pp | 302.95%-285.8pp |
| Employer contribution / active EE | $3,782 | $4,976-24.0% | $3,919-3.5% | $4,762-20.6% |
| Participant deferral / active EE | $5,682 | $5,910-3.9% | $5,047+12.6% | $5,983-5.0% |
| Admin fee / account holder | $10,321 | $11,741-12.1% | $8,929+15.6% | $11,250-8.3% |