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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 | $168,144 | $172,111-2.3% | $150,298+11.9% | $137,256+22.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.75% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,080 | $4,636-55.1% | $4,154-49.9% | $4,156-50.0% |
| Participant deferral / active EE | $10,660 | $6,166+72.9% | $5,453+95.5% | $6,407+66.4% |
| Admin fee / account holder | $15,152 | $16,471-8.0% | $14,116+7.3% | $12,270+23.5% |