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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 | $133,206 | $181,062-26.4% | $158,223-15.8% | $155,188-14.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.57% | 57.39%-40.8pp | 52.09%-35.5pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,546 | $4,565-44.2% | $4,109-38.0% | $4,248-40.1% |
| Participant deferral / active EE | $6,793 | $6,134+10.7% | $5,467+24.2% | $6,531+4.0% |
| Admin fee / account holder | $4,617 | $18,825-75.5% | $16,047-71.2% | $14,480-68.1% |