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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 | $164,321 | $174,379-5.8% | $152,093+8.0% | $138,895+18.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.04% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,836 | $4,652-39.0% | $4,175-32.1% | $4,194-32.4% |
| Participant deferral / active EE | $9,664 | $6,159+56.9% | $5,451+77.3% | $6,396+51.1% |
| Admin fee / account holder | $82,158 | $16,880+386.7% | $14,497+466.7% | $12,562+554.0% |