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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 | $197,637-11.2% | $177,848-1.3% | $158,982+10.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.02% | 58.77%-35.7pp | 48.33%-25.3pp | 302.99%-280.0pp |
| Employer contribution / active EE | $4,686 | $6,698-30.0% | $5,919-20.8% | $4,763-1.6% |
| Participant deferral / active EE | $10,729 | $8,405+27.7% | $7,714+39.1% | $5,983+79.3% |
| Admin fee / account holder | $5,482 | $15,406-64.4% | $12,431-55.9% | $11,252-51.3% |