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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 | $78,068 | $77,419+0.8% | $69,461+12.4% | $152,885-48.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 24.35% | 39.07%-14.7pp | 28.97%-4.6pp | 345.39%-321.0pp |
| Employer contribution / active EE | $2,547 | $3,315-23.2% | $2,779-8.3% | $4,763-46.5% |
| Participant deferral / active EE | $2,065 | $4,414-53.2% | $3,536-41.6% | $5,851-64.7% |
| Admin fee / account holder | $2,143 | $6,207-65.5% | $3,840-44.2% | $11,598-81.5% |