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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 | $170,748 | $228,352-25.2% | $185,835-8.1% | $158,966+7.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.77% | 40.81%-26.0pp | 35.96%-21.2pp | 302.95%-288.2pp |
| Employer contribution / active EE | $9,515 | $4,967+91.6% | $4,087+132.8% | $4,762+99.8% |
| Participant deferral / active EE | $11,858 | $6,416+84.8% | $5,633+110.5% | $5,983+98.2% |
| Admin fee / account holder | $2,902 | $11,867-75.5% | $9,502-69.5% | $11,250-74.2% |