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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 | $153,537 | $165,939-7.5% | $122,354+25.5% | $147,586+4.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.37% | 34.56%-19.2pp | 30.28%-14.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,189 | $5,754-62.0% | $4,051-46.0% | $4,876-55.1% |
| Participant deferral / active EE | $6,088 | $4,005+52.0% | $3,287+85.2% | $5,439+11.9% |
| Admin fee / account holder | $4,210 | $7,425-43.3% | $5,479-23.2% | $10,886-61.3% |