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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 | $146,920 | $127,790+15.0% | $106,555+37.9% | $167,536-12.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.20% | 33.88%-13.7pp | 26.80%-6.6pp | 478.82%-458.6pp |
| Employer contribution / active EE | $1,685 | $3,428-50.8% | $2,819-40.2% | $4,839-65.2% |
| Participant deferral / active EE | $1,835 | $5,088-63.9% | $4,399-58.3% | $6,342-71.1% |
| Admin fee / account holder | $2,092 | $11,229-81.4% | $7,408-71.8% | $12,315-83.0% |