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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 | $115,786 | $46,599+148.5% | $64,101+80.6% | $75,173+54.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.08% | 26.06%-10.0pp | 33.72%-17.6pp | 160.72%-144.6pp |
| Employer contribution / active EE | $2,161 | $1,975+9.4% | $2,749-21.4% | $2,671-19.1% |
| Participant deferral / active EE | $2,525 | $2,837-11.0% | $3,881-34.9% | $4,126-38.8% |
| Admin fee / account holder | $3,623 | $2,956+22.6% | $3,070+18.0% | $5,651-35.9% |