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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 | $155,331 | $110,303+40.8% | $95,759+62.2% | $139,487+11.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.38% | 27.19%-13.8pp | 28.42%-15.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,786 | $3,261-14.6% | $2,836-1.8% | $4,755-41.4% |
| Participant deferral / active EE | $7,718 | $4,674+65.1% | $4,244+81.9% | $6,713+15.0% |
| Admin fee / account holder | $1,721 | $6,615-74.0% | $5,678-69.7% | $11,407-84.9% |