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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 | $208,821 | $182,442+14.5% | $163,379+27.8% | $138,895+50.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.06% | 72.74%-54.7pp | 63.41%-45.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,739 | $4,159-58.2% | $3,752-53.6% | $4,194-58.5% |
| Participant deferral / active EE | $13,902 | $6,817+103.9% | $6,282+121.3% | $6,396+117.4% |
| Admin fee / account holder | $6,306 | $10,396-39.3% | $9,818-35.8% | $12,562-49.8% |