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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 | $173,229 | $129,737+33.5% | $119,126+45.4% | $154,746+11.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.43% | 379.08%-365.6pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,841 | $4,375-35.1% | $4,034-29.6% | $4,379-35.1% |
| Participant deferral / active EE | $4,483 | $5,842-23.3% | $5,318-15.7% | $6,730-33.4% |
| Admin fee / account holder | $3,755 | $11,961-68.6% | $10,693-64.9% | $14,365-73.9% |