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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 | $172,123 | $149,778+14.9% | $118,946+44.7% | $158,966+8.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.46% | 19.95%-7.5pp | 35.89%-23.4pp | 302.95%-290.5pp |
| Employer contribution / active EE | $3,404 | $4,117-17.3% | $3,263+4.3% | $4,762-28.5% |
| Participant deferral / active EE | $12,440 | $5,225+138.1% | $4,266+191.6% | $5,983+107.9% |
| Admin fee / account holder | $8,896 | $8,604+3.4% | $6,581+35.2% | $11,250-20.9% |