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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 | $151,643 | $123,155+23.1% | $108,753+39.4% | $155,188-2.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.27% | 44.73%-26.5pp | 37.47%-19.2pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,983 | $2,811-29.5% | $2,427-18.3% | $4,248-53.3% |
| Participant deferral / active EE | $34,736 | $4,623+651.3% | $4,115+744.2% | $6,531+431.9% |
| Admin fee / account holder | $9,006 | $12,126-25.7% | $10,320-12.7% | $14,480-37.8% |