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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 | $142,043 | $127,790+11.2% | $106,555+33.3% | $167,536-15.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.55% | 33.88%-22.3pp | 26.80%-15.3pp | 478.82%-467.3pp |
| Employer contribution / active EE | $2,660 | $3,428-22.4% | $2,819-5.7% | $4,839-45.0% |
| Participant deferral / active EE | $3,688 | $5,088-27.5% | $4,399-16.2% | $6,342-41.9% |
| Admin fee / account holder | $1,781 | $11,229-84.1% | $7,408-76.0% | $12,315-85.5% |