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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 | $155,920 | $110,379+41.3% | $102,412+52.2% | $145,884+6.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.63% | 24.84%-1.2pp | 24.94%-1.3pp | 551.85%-528.2pp |
| Employer contribution / active EE | $1,948 | $4,216-53.8% | $3,870-49.7% | $4,662-58.2% |
| Participant deferral / active EE | $3,868 | $5,622-31.2% | $5,060-23.6% | $6,690-42.2% |
| Admin fee / account holder | $3,046 | $9,745-68.7% | $8,388-63.7% | $13,392-77.3% |