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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 | $152,711 | $178,174-14.3% | $156,181-2.2% | $137,256+11.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.88% | 84.19%-62.3pp | 64.87%-43.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,894 | $4,972-41.8% | $4,294-32.6% | $4,156-30.4% |
| Participant deferral / active EE | $5,171 | $6,888-24.9% | $6,132-15.7% | $6,407-19.3% |
| Admin fee / account holder | $1,776 | $17,404-89.8% | $14,586-87.8% | $12,270-85.5% |