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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 | $144,284 | $162,821-11.4% | $133,978+7.7% | $158,982-9.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.90% | 41.95%-25.0pp | 45.10%-28.2pp | 302.99%-286.1pp |
| Employer contribution / active EE | $1,058 | $4,976-78.7% | $3,919-73.0% | $4,763-77.8% |
| Participant deferral / active EE | $10,637 | $5,910+80.0% | $5,047+110.8% | $5,983+77.8% |
| Admin fee / account holder | $15,281 | $11,742+30.1% | $8,930+71.1% | $11,252+35.8% |