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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 | $128,363 | $111,301+15.3% | $112,977+13.6% | $158,966-19.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 19.82% | 26.40%-6.6pp | 24.24%-4.4pp | 302.95%-283.1pp |
| Employer contribution / active EE | $2,382 | $4,471-46.7% | $4,255-44.0% | $4,762-50.0% |
| Participant deferral / active EE | $17,860 | $5,880+203.7% | $5,836+206.0% | $5,983+198.5% |
| Admin fee / account holder | $1,876 | $8,392-77.6% | $6,294-70.2% | $11,250-83.3% |