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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 | $193,989 | $138,312+40.3% | $122,979+57.7% | $155,188+25.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.23% | 22.06%-4.8pp | 20.12%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,877 | $3,530-18.5% | $3,062-6.1% | $4,248-32.3% |
| Participant deferral / active EE | $5,379 | $5,592-3.8% | $5,003+7.5% | $6,531-17.6% |
| Admin fee / account holder | $3,592 | $15,089-76.2% | $12,864-72.1% | $14,480-75.2% |