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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 | $158,282 | $124,314+27.3% | $109,163+45.0% | $167,518-5.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.80% | 26.04%-3.2pp | 25.75%-2.9pp | 478.71%-455.9pp |
| Employer contribution / active EE | $2,403 | $4,209-42.9% | $3,723-35.4% | $4,838-50.3% |
| Participant deferral / active EE | $7,283 | $5,256+38.6% | $4,654+56.5% | $6,342+14.8% |
| Admin fee / account holder | $8,118 | $7,973+1.8% | $6,754+20.2% | $12,312-34.1% |