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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 | $156,313 | $201,372-22.4% | $184,260-15.2% | $145,884+7.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.78% | 29.04%-19.3pp | 28.84%-19.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,657 | $7,024-62.2% | $6,427-58.7% | $4,662-43.0% |
| Participant deferral / active EE | $5,792 | $9,808-40.9% | $9,133-36.6% | $6,690-13.4% |
| Admin fee / account holder | $60,468 | $16,362+269.6% | $13,898+335.1% | $13,392+351.5% |