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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 | $151,602 | $178,174-14.9% | $156,181-2.9% | $137,256+10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.25% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,831 | $4,972+37.4% | $4,294+59.1% | $4,156+64.4% |
| Participant deferral / active EE | $5,646 | $6,888-18.0% | $6,132-7.9% | $6,407-11.9% |
| Admin fee / account holder | $63,462 | $17,404+264.6% | $14,586+335.1% | $12,270+417.2% |