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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 | $149,039 | $178,174-16.4% | $156,181-4.6% | $137,256+8.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 26.77% | 84.19%-57.4pp | 64.87%-38.1pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,191 | $4,972-55.9% | $4,294-49.0% | $4,156-47.3% |
| Participant deferral / active EE | $2,758 | $6,888-60.0% | $6,132-55.0% | $6,407-56.9% |
| Admin fee / account holder | $31,704 | $17,404+82.2% | $14,586+117.4% | $12,270+158.4% |