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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 | $121,897 | $93,598+30.2% | $135,974-10.4% | $75,173+62.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.86% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,670 | $3,538-24.5% | $4,859-45.1% | $2,6710% |
| Participant deferral / active EE | $6,448 | $6,405+0.7% | $7,760-16.9% | $4,126+56.3% |
| Admin fee / account holder | $4,034 | $6,978-42.2% | $10,767-62.5% | $5,651-28.6% |