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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 | $144,612 | $172,111-16.0% | $150,298-3.8% | $137,256+5.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.44% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,768 | $4,636+110.7% | $4,154+135.2% | $4,156+135.0% |
| Participant deferral / active EE | $5,132 | $6,166-16.8% | $5,453-5.9% | $6,407-19.9% |
| Admin fee / account holder | $2,941 | $16,471-82.1% | $14,116-79.2% | $12,270-76.0% |