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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 | $168,920 | $118,488+42.6% | $98,462+71.6% | $139,487+21.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 18.96%-7.7pp | 21.17%-9.9pp | 373.84%-362.5pp |
| Employer contribution / active EE | $2,456 | $3,611-32.0% | $3,049-19.4% | $4,755-48.3% |
| Participant deferral / active EE | $4,321 | $5,393-19.9% | $4,738-8.8% | $6,713-35.6% |
| Admin fee / account holder | $2,249 | $13,868-83.8% | $8,875-74.7% | $11,407-80.3% |