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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 | $132,467 | $116,203+14.0% | $93,621+41.5% | $152,909-13.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.75% | 35.96%-17.2pp | 32.76%-14.0pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,744 | $3,219-45.8% | $2,719-35.9% | $4,764-63.4% |
| Participant deferral / active EE | $2,582 | $4,605-43.9% | $4,070-36.6% | $5,851-55.9% |
| Admin fee / account holder | $10,887 | $10,751+1.3% | $7,890+38.0% | $11,601-6.2% |