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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 | $156,429 | $124,425+25.7% | $112,040+39.6% | $137,256+14.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.33% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,162 | $3,411-36.6% | $2,954-26.8% | $4,156-48.0% |
| Participant deferral / active EE | $4,328 | $5,718-24.3% | $5,098-15.1% | $6,407-32.4% |
| Admin fee / account holder | $2,303 | $15,207-84.9% | $12,098-81.0% | $12,270-81.2% |