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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 | $123,137 | $275,752-55.3% | $256,809-52.1% | $198,609-38.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.27% | 34.81%-20.5pp | 32.73%-18.5pp | 202.70%-188.4pp |
| Employer contribution / active EE | $2,159 | $7,721-72.0% | $7,263-70.3% | $5,055-57.3% |
| Participant deferral / active EE | $8,027 | $10,037-20.0% | $9,520-15.7% | $6,977+15.1% |
| Admin fee / account holder | $12,196 | $25,716-52.6% | $25,146-51.5% | $19,030-35.9% |