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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 | $141,624 | $239,571-40.9% | $183,328-22.7% | $137,256+3.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 16.69% | 35.69%-19.0pp | 29.67%-13.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,653 | $6,148-56.8% | $5,055-47.5% | $4,156-36.2% |
| Participant deferral / active EE | $8,857 | $7,995+10.8% | $6,795+30.3% | $6,407+38.2% |
| Admin fee / account holder | $2,458 | $30,059-91.8% | $21,427-88.5% | $12,270-80.0% |