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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 | $202,956 | $275,752-26.4% | $256,809-21.0% | $198,609+2.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.41% | 34.81%-14.4pp | 32.73%-12.3pp | 202.70%-182.3pp |
| Employer contribution / active EE | $5,868 | $7,721-24.0% | $7,263-19.2% | $5,055+16.1% |
| Participant deferral / active EE | $16,216 | $10,037+61.6% | $9,520+70.3% | $6,977+132.4% |
| Admin fee / account holder | $7,173 | $25,716-72.1% | $25,146-71.5% | $19,030-62.3% |