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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 | $141,034 | $124,980+12.8% | $108,359+30.2% | $154,746-8.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.67% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,518 | $2,851-46.7% | $2,399-36.7% | $4,379-65.3% |
| Participant deferral / active EE | $4,479 | $4,743-5.6% | $4,137+8.3% | $6,730-33.5% |
| Admin fee / account holder | $1,758 | $11,502-84.7% | $9,741-82.0% | $14,365-87.8% |