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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 | $224,423 | $135,956+65.1% | $123,894+81.1% | $273,972-18.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 26.85% | 56.63%-29.8pp | 47.52%-20.7pp | 41.46%-14.6pp |
| Employer contribution / active EE | $1,943 | $5,170-62.4% | $4,617-57.9% | $4,869-60.1% |
| Participant deferral / active EE | $3,421 | $6,343-46.1% | $5,984-42.8% | $5,287-35.3% |
| Admin fee / account holder | $726 | $9,817-92.6% | $8,357-91.3% | $10,133-92.8% |