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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 | $149,309 | $180,028-17.1% | $138,135+8.1% | $158,966-6.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 9.34% | 21.68%-12.3pp | 20.51%-11.2pp | 302.95%-293.6pp |
| Employer contribution / active EE | $1,896 | $7,470-74.6% | $5,587-66.1% | $4,762-60.2% |
| Participant deferral / active EE | $5,373 | $7,717-30.4% | $6,431-16.5% | $5,983-10.2% |
| Admin fee / account holder | $10,480 | $17,912-41.5% | $11,856-11.6% | $11,250-6.8% |