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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 | $172,111-3.8% | $150,298+10.2% | $137,256+20.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.99% | 69.37%-40.4pp | 62.79%-33.8pp | 220.34%-191.3pp |
| Employer contribution / active EE | $2,423 | $4,636-47.7% | $4,154-41.7% | $4,156-41.7% |
| Participant deferral / active EE | $6,783 | $6,166+10.0% | $5,453+24.4% | $6,407+5.9% |
| Admin fee / account holder | $33,204 | $16,471+101.6% | $14,116+135.2% | $12,270+170.6% |