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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 | $169,559 | $201,370-15.8% | $184,256-8.0% | $145,897+16.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.70% | 29.05%-18.4pp | 28.85%-18.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $5,021 | $7,024-28.5% | $6,427-21.9% | $4,663+7.7% |
| Participant deferral / active EE | $5,841 | $9,808-40.4% | $9,133-36.0% | $6,689-12.7% |
| Admin fee / account holder | $6,090 | $16,364-62.8% | $13,899-56.2% | $13,390-54.5% |