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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 | $231,349 | $100,970+129.1% | $96,576+139.6% | $137,256+68.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.35% | 38.16%-24.8pp | 38.47%-25.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $5,000 | $3,809+31.3% | $3,553+40.7% | $4,156+20.3% |
| Participant deferral / active EE | $6,743 | $8,286-18.6% | $7,956-15.2% | $6,407+5.3% |
| Admin fee / account holder | $2,265 | $11,312-80.0% | $11,381-80.1% | $12,270-81.5% |