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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 | $165,573 | $185,312-10.7% | $161,489+2.5% | $154,746+7.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 28.99% | 103.84%-74.9pp | 89.72%-60.7pp | 172.34%-143.3pp |
| Employer contribution / active EE | $2,423 | $4,769-49.2% | $4,268-43.2% | $4,379-44.7% |
| Participant deferral / active EE | $6,783 | $6,350+6.8% | $5,630+20.5% | $6,730+0.8% |
| Admin fee / account holder | $33,204 | $18,654+78.0% | $16,006+107.5% | $14,365+131.1% |