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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 | $145,759 | $118,708+22.8% | $98,920+47.3% | $158,982-8.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.65% | 372.49%-362.8pp | 196.47%-186.8pp | 302.99%-293.3pp |
| Employer contribution / active EE | $2,200 | $3,334-34.0% | $2,689-18.2% | $4,763-53.8% |
| Participant deferral / active EE | $6,411 | $5,089+26.0% | $4,245+51.0% | $5,983+7.1% |
| Admin fee / account holder | $4,814 | $10,134-52.5% | $6,643-27.5% | $11,252-57.2% |