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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 | $131,771 | $115,814+13.8% | $101,275+30.1% | $158,982-17.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.78% | 56.16%-37.4pp | 46.48%-27.7pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,844 | $4,176-31.9% | $3,660-22.3% | $4,763-40.3% |
| Participant deferral / active EE | $3,838 | $4,958-22.6% | $4,371-12.2% | $5,983-35.9% |
| Admin fee / account holder | $1,672 | $7,249-76.9% | $5,948-71.9% | $11,252-85.1% |