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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 | $125,723 | $138,312-9.1% | $122,979+2.2% | $155,188-19.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.58% | 22.06%-8.5pp | 20.12%-6.5pp | 148.84%-135.3pp |
| Employer contribution / active EE | $2,529 | $3,530-28.4% | $3,062-17.4% | $4,248-40.5% |
| Participant deferral / active EE | $8,715 | $5,592+55.8% | $5,003+74.2% | $6,531+33.4% |
| Admin fee / account holder | $43,262 | $15,089+186.7% | $12,864+236.3% | $14,480+198.8% |