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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 | $192,791 | $112,729+71.0% | $98,716+95.3% | $137,256+40.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.07% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,121 | $2,725+14.5% | $2,279+37.0% | $4,156-24.9% |
| Participant deferral / active EE | $6,436 | $4,640+38.7% | $4,048+59.0% | $6,407+0.5% |
| Admin fee / account holder | $5,102 | $10,129-49.6% | $8,703-41.4% | $12,270-58.4% |