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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 | $146,301 | $79,449+84.1% | $189,597-22.8% | $85,851+70.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 13.70% | 18.45%-4.7pp | 64.20%-50.5pp | 318.63%-304.9pp |
| Employer contribution / active EE | $2,293 | $2,081+10.2% | $4,412-48.0% | $2,565-10.6% |
| Participant deferral / active EE | $4,981 | $4,051+23.0% | $6,174-19.3% | $3,952+26.0% |
| Admin fee / account holder | $4,593 | $5,377-14.6% | $9,807-53.2% | $6,261-26.6% |