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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 | $150,797 | $110,240+36.8% | $96,544+56.2% | $139,487+8.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.12% | 26.41%-11.3pp | 25.88%-10.8pp | 373.84%-358.7pp |
| Employer contribution / active EE | $2,046 | $3,622-43.5% | $2,966-31.0% | $4,755-57.0% |
| Participant deferral / active EE | $5,817 | $5,549+4.8% | $4,851+19.9% | $6,713-13.3% |
| Admin fee / account holder | $1,800 | $11,602-84.5% | $8,254-78.2% | $11,407-84.2% |