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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 | $164,912 | $104,251+58.2% | $91,004+81.2% | $147,586+11.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.48% | 27.06%-6.6pp | 4.60%+15.9pp | 578.59%-558.1pp |
| Employer contribution / active EE | $1,746 | $3,116-43.9% | $2,456-28.9% | $4,876-64.2% |
| Participant deferral / active EE | $2,231 | $4,195-46.8% | $3,548-37.1% | $5,439-59.0% |
| Admin fee / account holder | $2,192 | $8,948-75.5% | $5,417-59.5% | $10,886-79.9% |