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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 | $138,251 | $116,203+19.0% | $93,621+47.7% | $152,909-9.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.63% | 35.96%-18.3pp | 32.76%-15.1pp | 345.46%-327.8pp |
| Employer contribution / active EE | $2,721 | $3,219-15.5% | $2,719+0.1% | $4,764-42.9% |
| Participant deferral / active EE | $3,668 | $4,605-20.3% | $4,070-9.9% | $5,851-37.3% |
| Admin fee / account holder | $2,191 | $10,751-79.6% | $7,890-72.2% | $11,601-81.1% |