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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 | $125,129 | $127,790-2.1% | $106,555+17.4% | $167,536-25.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 18.04% | 33.88%-15.8pp | 26.80%-8.8pp | 478.82%-460.8pp |
| Employer contribution / active EE | $2,052 | $3,428-40.1% | $2,819-27.2% | $4,839-57.6% |
| Participant deferral / active EE | $6,857 | $5,088+34.8% | $4,399+55.9% | $6,342+8.1% |
| Admin fee / account holder | $3,070 | $11,229-72.7% | $7,408-58.6% | $12,315-75.1% |