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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 | $156,348 | $87,166+79.4% | $76,735+103.8% | $137,256+13.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 0.00% | 26.50%-26.5pp | 29.77%-29.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,177 | $2,904+9.4% | $2,454+29.4% | $4,156-23.6% |
| Participant deferral / active EE | $5,354 | $4,726+13.3% | $4,088+31.0% | $6,407-16.4% |
| Admin fee / account holder | $444 | $8,403-94.7% | $7,189-93.8% | $12,270-96.4% |