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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 | $169,472 | $172,111-1.5% | $150,298+12.8% | $137,256+23.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.68% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $6,238 | $4,636+34.5% | $4,154+50.2% | $4,156+50.1% |
| Participant deferral / active EE | $14,862 | $6,166+141.0% | $5,453+172.6% | $6,407+132.0% |
| Admin fee / account holder | $2,301 | $16,471-86.0% | $14,116-83.7% | $12,270-81.2% |