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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 | $128,157 | $124,351+3.1% | $109,188+17.4% | $167,553-23.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 27.42% | 26.04%+1.4pp | 25.76%+1.7pp | 478.89%-451.5pp |
| Employer contribution / active EE | $1,625 | $4,210-61.4% | $3,723-56.4% | $4,840-66.4% |
| Participant deferral / active EE | $2,059 | $5,257-60.8% | $4,654-55.7% | $6,343-67.5% |
| Admin fee / account holder | $15,454 | $7,975+93.8% | $6,755+128.8% | $12,316+25.5% |