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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 | $187,991 | $118,488+58.7% | $98,462+90.9% | $139,487+34.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 18.96%-3.9pp | 21.17%-6.1pp | 373.84%-358.7pp |
| Employer contribution / active EE | $2,013 | $3,611-44.2% | $3,049-34.0% | $4,755-57.7% |
| Participant deferral / active EE | $3,337 | $5,393-38.1% | $4,738-29.6% | $6,713-50.3% |
| Admin fee / account holder | $3,723 | $13,868-73.2% | $8,875-58.0% | $11,407-67.4% |