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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 | $173,300 | $165,381+4.8% | $149,730+15.7% | $158,966+9.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.90% | 348.29%-334.4pp | 276.70%-262.8pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,238 | $5,104-56.1% | $4,645-51.8% | $4,762-53.0% |
| Participant deferral / active EE | $4,921 | $7,182-31.5% | $6,843-28.1% | $5,983-17.7% |
| Admin fee / account holder | $30,876 | $10,809+185.6% | $9,310+231.6% | $11,250+174.5% |