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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 | $169,860 | $212,386-20.0% | $199,883-15.0% | $138,895+22.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.59% | 47.75%-30.2pp | 43.81%-26.2pp | 145.39%-127.8pp |
| Employer contribution / active EE | $5,467 | $6,625-17.5% | $6,261-12.7% | $4,194+30.4% |
| Participant deferral / active EE | $10,842 | $9,617+12.7% | $9,138+18.6% | $6,396+69.5% |
| Admin fee / account holder | $9,540 | $18,233-47.7% | $17,268-44.8% | $12,562-24.1% |