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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 | $123,752 | $138,312-10.5% | $122,979+0.6% | $155,188-20.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.19% | 22.06%-7.9pp | 20.12%-5.9pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,661 | $3,530-24.6% | $3,062-13.1% | $4,248-37.4% |
| Participant deferral / active EE | $2,624 | $5,592-53.1% | $5,003-47.6% | $6,531-59.8% |
| Admin fee / account holder | $2,063 | $15,089-86.3% | $12,864-84.0% | $14,480-85.8% |