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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 | $148,977 | $117,829+26.4% | $102,423+45.5% | $145,877+2.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.02% | 31.83%-21.8pp | 29.42%-19.4pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,627 | $3,615-55.0% | $3,023-46.2% | $4,663-65.1% |
| Participant deferral / active EE | $7,099 | $5,732+23.8% | $5,054+40.5% | $6,691+6.1% |
| Admin fee / account holder | $4,979 | $13,335-62.7% | $9,455-47.3% | $13,402-62.9% |