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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 | $194,258 | $124,425+56.1% | $112,040+73.4% | $137,256+41.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.46% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,718 | $3,411-20.3% | $2,954-8.0% | $4,156-34.6% |
| Participant deferral / active EE | $21,240 | $5,718+271.4% | $5,098+316.7% | $6,407+231.5% |
| Admin fee / account holder | $4,229 | $15,207-72.2% | $12,098-65.0% | $12,270-65.5% |