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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 | $182,193 | $124,314+46.6% | $109,163+66.9% | $167,518+8.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.68% | 26.04%-10.4pp | 25.75%-10.1pp | 478.71%-463.0pp |
| Employer contribution / active EE | $2,202 | $4,209-47.7% | $3,723-40.8% | $4,838-54.5% |
| Participant deferral / active EE | $4,834 | $5,256-8.0% | $4,654+3.9% | $6,342-23.8% |
| Admin fee / account holder | $1,035 | $7,973-87.0% | $6,754-84.7% | $12,312-91.6% |