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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 | $133,864 | $154,228-13.2% | $145,433-8.0% | $137,256-2.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.08% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,969 | $4,804-38.2% | $4,554-34.8% | $4,156-28.6% |
| Participant deferral / active EE | $6,724 | $8,216-18.2% | $7,897-14.9% | $6,407+4.9% |
| Admin fee / account holder | $81,735 | $14,344+469.8% | $13,129+522.6% | $12,270+566.1% |