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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 | $146,842 | $178,174-17.6% | $156,181-6.0% | $137,256+7.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.43% | 84.19%-67.8pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,449 | $4,972-50.7% | $4,294-43.0% | $4,156-41.1% |
| Participant deferral / active EE | $3,434 | $6,888-50.1% | $6,132-44.0% | $6,407-46.4% |
| Admin fee / account holder | $1,830 | $17,404-89.5% | $14,586-87.5% | $12,270-85.1% |