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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 | $238,569 | $140,592+69.7% | $123,105+93.8% | $125,389+90.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.47% | 16.80%-15.3pp | 13.22%-11.7pp | 282.24%-280.8pp |
| Employer contribution / active EE | $3,878 | $6,041-35.8% | $5,151-24.7% | $4,866-20.3% |
| Participant deferral / active EE | $7,962 | $6,980+14.1% | $6,229+27.8% | $5,352+48.8% |
| Admin fee / account holder | $7,790 | $11,198-30.4% | $9,014-13.6% | $9,541-18.4% |