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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 | $175,019 | $97,125+80.2% | $86,233+103.0% | $137,256+27.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.06% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,386 | $2,841-16.0% | $2,504-4.7% | $4,156-42.6% |
| Participant deferral / active EE | $8,991 | $5,180+73.6% | $4,559+97.2% | $6,407+40.3% |
| Admin fee / account holder | $2,228 | $9,725-77.1% | $8,342-73.3% | $12,270-81.8% |