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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 | $174,833 | $171,272+2.1% | $127,803+36.8% | $152,909+14.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 16.94% | 23.54%-6.6pp | 26.14%-9.2pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,949 | $5,451-64.2% | $4,576-57.4% | $4,764-59.1% |
| Participant deferral / active EE | $5,552 | $7,043-21.2% | $6,023-7.8% | $5,851-5.1% |
| Admin fee / account holder | $21,910 | $14,540+50.7% | $9,399+133.1% | $11,601+88.9% |