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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 | $154,053 | $115,903+32.9% | $100,528+53.2% | $158,966-3.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.21% | 34.80%-12.6pp | 30.90%-8.7pp | 302.95%-280.7pp |
| Employer contribution / active EE | $2,416 | $4,105-41.1% | $3,419-29.3% | $4,762-49.3% |
| Participant deferral / active EE | $7,026 | $6,677+5.2% | $6,271+12.0% | $5,983+17.4% |
| Admin fee / account holder | $4,793 | $11,000-56.4% | $8,084-40.7% | $11,250-57.4% |