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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 | $162,186 | $183,627-11.7% | $155,602+4.2% | $145,978+11.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.32% | 61.32%-52.0pp | 64.81%-55.5pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,385 | $5,316-55.1% | $4,675-49.0% | $4,662-48.9% |
| Participant deferral / active EE | $10,658 | $6,466+64.8% | $5,629+89.3% | $6,690+59.3% |
| Admin fee / account holder | $1,396 | $19,327-92.8% | $15,923-91.2% | $13,400-89.6% |