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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 | $175,565 | $197,603-11.2% | $177,827-1.3% | $158,950+10.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.02% | 58.76%-35.7pp | 48.32%-25.3pp | 302.91%-279.9pp |
| Employer contribution / active EE | $4,686 | $6,698-30.0% | $5,918-20.8% | $4,762-1.6% |
| Participant deferral / active EE | $10,729 | $8,404+27.7% | $7,713+39.1% | $5,983+79.3% |
| Admin fee / account holder | $5,482 | $15,402-64.4% | $12,429-55.9% | $11,248-51.3% |