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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 | $139,327 | $172,111-19.0% | $150,298-7.3% | $137,256+1.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.51% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,899 | $4,636+27.2% | $4,154+42.0% | $4,156+41.9% |
| Participant deferral / active EE | $10,450 | $6,166+69.5% | $5,453+91.6% | $6,407+63.1% |
| Admin fee / account holder | $3,840 | $16,471-76.7% | $14,116-72.8% | $12,270-68.7% |