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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 | $202,885 | $176,794+14.8% | $146,647+38.3% | $167,553+21.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.26% | 24.04%-9.8pp | 22.75%-8.5pp | 478.89%-464.6pp |
| Employer contribution / active EE | $4,694 | $5,161-9.1% | $4,137+13.5% | $4,840-3.0% |
| Participant deferral / active EE | $7,266 | $6,440+12.8% | $5,506+32.0% | $6,343+14.6% |
| Admin fee / account holder | $3,408 | $13,262-74.3% | $10,281-66.8% | $12,316-72.3% |