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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 | $170,116 | $185,312-8.2% | $161,489+5.3% | $154,746+9.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.03% | 103.84%-92.8pp | 89.72%-78.7pp | 172.34%-161.3pp |
| Employer contribution / active EE | $2,251 | $4,769-52.8% | $4,268-47.3% | $4,379-48.6% |
| Participant deferral / active EE | $5,028 | $6,350-20.8% | $5,630-10.7% | $6,730-25.3% |
| Admin fee / account holder | $1,089 | $18,654-94.2% | $16,006-93.2% | $14,365-92.4% |