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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 | $159,030 | $211,288-24.7% | $178,540-10.9% | $145,884+9.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.63% | 30.27%-17.6pp | 27.15%-14.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,619 | $4,574-64.6% | $3,953-59.0% | $4,662-65.3% |
| Participant deferral / active EE | $6,166 | $6,967-11.5% | $6,281-1.8% | $6,690-7.8% |
| Admin fee / account holder | $1,068 | $12,105-91.2% | $10,424-89.8% | $13,392-92.0% |