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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 | $141,418 | $172,111-17.8% | $150,298-5.9% | $137,256+3.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.09% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $9,617 | $4,636+107.4% | $4,154+131.5% | $4,156+131.4% |
| Participant deferral / active EE | $5,177 | $6,166-16.0% | $5,453-5.1% | $6,407-19.2% |
| Admin fee / account holder | $3,608 | $16,471-78.1% | $14,116-74.4% | $12,270-70.6% |