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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 | $130,809 | $112,729+16.0% | $98,716+32.5% | $137,256-4.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.59% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,239 | $2,725-54.5% | $2,279-45.6% | $4,156-70.2% |
| Participant deferral / active EE | $3,327 | $4,640-28.3% | $4,048-17.8% | $6,407-48.1% |
| Admin fee / account holder | $872 | $10,129-91.4% | $8,703-90.0% | $12,270-92.9% |