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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 | $138,418 | $97,125+42.5% | $86,233+60.5% | $137,256+0.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.09% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,987 | $2,841+5.1% | $2,504+19.3% | $4,156-28.1% |
| Participant deferral / active EE | $8,745 | $5,180+68.8% | $4,559+91.8% | $6,407+36.5% |
| Admin fee / account holder | $1,507 | $9,725-84.5% | $8,342-81.9% | $12,270-87.7% |