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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 | $119,278 | $125,797-5.2% | $170,057-29.9% | $75,177+58.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.42% | 27.20%-7.8pp | 53.42%-34.0pp | 160.75%-141.3pp |
| Employer contribution / active EE | $4,181 | $4,616-9.4% | $6,790-38.4% | $2,671+56.5% |
| Participant deferral / active EE | $8,934 | $6,838+30.6% | $10,411-14.2% | $4,126+116.5% |
| Admin fee / account holder | $1,772 | $8,177-78.3% | $12,826-86.2% | $5,651-68.6% |