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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 | $147,721 | $106,588+38.6% | $94,215+56.8% | $155,188-4.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 13.08% | 29.39%-16.3pp | 28.22%-15.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $1,200 | $3,080-61.0% | $2,675-55.1% | $4,248-71.7% |
| Participant deferral / active EE | $6,000 | $4,802+24.9% | $4,276+40.3% | $6,531-8.1% |
| Admin fee / account holder | $2,269 | $12,281-81.5% | $10,216-77.8% | $14,480-84.3% |