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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 | $175,401 | $201,370-12.9% | $184,256-4.8% | $145,897+20.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.63% | 29.05%-13.4pp | 28.85%-13.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $3,946 | $7,024-43.8% | $6,427-38.6% | $4,663-15.4% |
| Participant deferral / active EE | $5,725 | $9,808-41.6% | $9,133-37.3% | $6,689-14.4% |
| Admin fee / account holder | $4,228 | $16,364-74.2% | $13,899-69.6% | $13,390-68.4% |