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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 | $165,695 | $114,013+45.3% | $103,693+59.8% | $155,188+6.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.15% | 49.31%-38.2pp | 47.61%-36.5pp | 148.84%-137.7pp |
| Employer contribution / active EE | $2,706 | $3,131-13.6% | $2,920-7.3% | $4,248-36.3% |
| Participant deferral / active EE | $2,229 | $4,970-55.1% | $4,579-51.3% | $6,531-65.9% |
| Admin fee / account holder | $2,720 | $8,407-67.6% | $7,858-65.4% | $14,480-81.2% |