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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 | $142,781 | $117,895+21.1% | $102,460+39.4% | $145,897-2.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.99% | 31.92%-18.9pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,012 | $3,619-44.4% | $3,025-33.5% | $4,663-56.9% |
| Participant deferral / active EE | $6,807 | $5,736+18.7% | $5,056+34.6% | $6,689+1.8% |
| Admin fee / account holder | $3,458 | $13,353-74.1% | $9,460-63.4% | $13,390-74.2% |