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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 | $186,267 | $105,960+75.8% | $81,726+127.9% | $158,982+17.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 16.19% | 38.19%-22.0pp | 29.49%-13.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,772 | $7,805-64.5% | $4,311-35.7% | $4,763-41.8% |
| Participant deferral / active EE | $7,739 | $13,011-40.5% | $7,108+8.9% | $5,983+29.3% |
| Admin fee / account holder | $1,521 | $8,494-82.1% | $5,160-70.5% | $11,252-86.5% |