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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 | $153,288 | $212,386-27.8% | $199,883-23.3% | $138,895+10.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.73% | 47.75%-31.0pp | 43.81%-27.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $7,879 | $6,625+18.9% | $6,261+25.8% | $4,194+87.9% |
| Participant deferral / active EE | $7,467 | $9,617-22.4% | $9,138-18.3% | $6,396+16.7% |
| Admin fee / account holder | $3,595 | $18,233-80.3% | $17,268-79.2% | $12,562-71.4% |