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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 | $156,565 | $99,053+58.1% | $88,179+77.6% | $138,895+12.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.03% | 78.17%-64.1pp | 64.97%-50.9pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,902 | $2,882+0.7% | $2,549+13.8% | $4,194-30.8% |
| Participant deferral / active EE | $3,640 | $5,225-30.3% | $4,614-21.1% | $6,396-43.1% |
| Admin fee / account holder | $5,010 | $8,748-42.7% | $7,673-34.7% | $12,562-60.1% |