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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 | $121,313 | $99,032+22.5% | $80,022+51.6% | $135,379-10.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 11.50% | 15.39%-3.9pp | 11.22%+0.3pp | 519.79%-508.3pp |
| Employer contribution / active EE | $2,153 | $3,043-29.3% | $2,468-12.8% | $4,779-54.9% |
| Participant deferral / active EE | $3,029 | $4,282-29.3% | $3,686-17.8% | $5,609-46.0% |
| Admin fee / account holder | $3,406 | $10,436-67.4% | $6,521-47.8% | $10,828-68.5% |