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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 | $156,696 | $117,904+32.9% | $102,457+52.9% | $145,978+7.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.88% | 31.80%-17.9pp | 29.41%-15.5pp | 550.52%-536.6pp |
| Employer contribution / active EE | $2,438 | $3,613-32.5% | $3,022-19.3% | $4,662-47.7% |
| Participant deferral / active EE | $7,743 | $5,733+35.0% | $5,054+53.2% | $6,690+15.7% |
| Admin fee / account holder | $2,604 | $13,329-80.5% | $9,451-72.5% | $13,400-80.6% |