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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 | $174,172 | $208,088-16.3% | $186,193-6.5% | $154,746+12.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.28% | 89.97%-74.7pp | 78.03%-62.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,642 | $4,340-39.1% | $3,918-32.6% | $4,379-39.7% |
| Participant deferral / active EE | $6,287 | $7,078-11.2% | $6,513-3.5% | $6,730-6.6% |
| Admin fee / account holder | $2,137 | $11,698-81.7% | $11,058-80.7% | $14,365-85.1% |