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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 | $100,104 | $183,516-45.5% | $155,534-35.6% | $145,884-31.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $4,241 | $5,315-20.2% | $4,675-9.3% | $4,662-9.0% |
| Participant deferral / active EE | $6,867 | $6,467+6.2% | $5,630+22.0% | $6,690+2.6% |
| Admin fee / account holder | $5,693 | $19,293-70.5% | $15,900-64.2% | $13,392-57.5% |