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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 | $142,439 | $209,336-32.0% | $197,124-27.7% | $137,256+3.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.99% | 48.09%-35.1pp | 44.34%-31.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,563 | $6,591-61.1% | $6,227-58.8% | $4,156-38.3% |
| Participant deferral / active EE | $5,127 | $9,614-46.7% | $9,135-43.9% | $6,407-20.0% |
| Admin fee / account holder | $33,426 | $17,308+93.1% | $16,298+105.1% | $12,270+172.4% |