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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 | $169,154 | $209,336-19.2% | $197,124-14.2% | $137,256+23.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.64% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,580 | $6,591-45.7% | $6,227-42.5% | $4,156-13.9% |
| Participant deferral / active EE | $7,980 | $9,614-17.0% | $9,135-12.6% | $6,407+24.6% |
| Admin fee / account holder | $3,258 | $17,308-81.2% | $16,298-80.0% | $12,270-73.5% |