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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 | $155,577 | $138,312+12.5% | $122,979+26.5% | $155,188+0.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.93% | 22.06%-9.1pp | 20.12%-7.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,735 | $3,530-22.5% | $3,062-10.7% | $4,248-35.6% |
| Participant deferral / active EE | $12,499 | $5,592+123.5% | $5,003+149.8% | $6,531+91.4% |
| Admin fee / account holder | $6,026 | $15,089-60.1% | $12,864-53.2% | $14,480-58.4% |