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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 | $182,424 | $140,592+29.8% | $123,105+48.2% | $125,389+45.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.74% | 16.80%-17.5pp | 13.22%-14.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $3,835 | $6,041-36.5% | $5,151-25.5% | $4,866-21.2% |
| Participant deferral / active EE | $16,624 | $6,980+138.2% | $6,229+166.9% | $5,352+210.6% |
| Admin fee / account holder | $3,841 | $11,198-65.7% | $9,014-57.4% | $9,541-59.7% |