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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 | $178,150 | $115,917+53.7% | $100,535+77.2% | $158,982+12.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.36% | 34.80%-20.4pp | 30.90%-16.5pp | 302.99%-288.6pp |
| Employer contribution / active EE | $2,760 | $4,105-32.8% | $3,419-19.3% | $4,763-42.1% |
| Participant deferral / active EE | $7,115 | $6,677+6.6% | $6,271+13.4% | $5,983+18.9% |
| Admin fee / account holder | $1,428 | $11,002-87.0% | $8,085-82.3% | $11,252-87.3% |