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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 | $145,002 | $116,203+24.8% | $93,621+54.9% | $152,909-5.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.44% | 35.96%-16.5pp | 32.76%-13.3pp | 345.46%-326.0pp |
| Employer contribution / active EE | $2,875 | $3,219-10.7% | $2,719+5.8% | $4,764-39.6% |
| Participant deferral / active EE | $3,778 | $4,605-18.0% | $4,070-7.2% | $5,851-35.4% |
| Admin fee / account holder | $44,179 | $10,751+310.9% | $7,890+459.9% | $11,601+280.8% |