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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 | $142,967 | $116,203+23.0% | $93,621+52.7% | $152,897-6.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.61% | 35.96%-16.3pp | 32.76%-13.1pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,518 | $3,219-52.8% | $2,719-44.2% | $4,764-68.1% |
| Participant deferral / active EE | $6,288 | $4,605+36.6% | $4,070+54.5% | $5,851+7.5% |
| Admin fee / account holder | $2,176 | $10,751-79.8% | $7,890-72.4% | $11,599-81.2% |