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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 | $147,904 | $127,790+15.7% | $106,555+38.8% | $167,536-11.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.74% | 33.88%-20.1pp | 26.80%-13.1pp | 478.82%-465.1pp |
| Employer contribution / active EE | $3,022 | $3,428-11.8% | $2,819+7.2% | $4,839-37.5% |
| Participant deferral / active EE | $6,184 | $5,088+21.5% | $4,399+40.6% | $6,342-2.5% |
| Admin fee / account holder | $3,931 | $11,229-65.0% | $7,408-46.9% | $12,315-68.1% |