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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 | $199,130 | $99,053+101.0% | $88,179+125.8% | $138,895+43.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 19.58% | 78.17%-58.6pp | 64.97%-45.4pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,888 | $2,882-34.5% | $2,549-26.0% | $4,194-55.0% |
| Participant deferral / active EE | $3,940 | $5,225-24.6% | $4,614-14.6% | $6,396-38.4% |
| Admin fee / account holder | $2,962 | $8,748-66.1% | $7,673-61.4% | $12,562-76.4% |