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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 | $172,178 | $197,625-12.9% | $177,840-3.2% | $158,966+8.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 37.92% | 58.76%-20.8pp | 48.32%-10.4pp | 302.95%-265.0pp |
| Employer contribution / active EE | $5,327 | $6,698-20.5% | $5,919-10.0% | $4,762+11.8% |
| Participant deferral / active EE | $11,289 | $8,405+34.3% | $7,714+46.4% | $5,983+88.7% |
| Admin fee / account holder | $5,958 | $15,405-61.3% | $12,431-52.1% | $11,250-47.0% |