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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 | $181,713 | $105,623+72.0% | $87,502+107.7% | $273,972-33.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 11.88% | 12.26%-0.4pp | 12.21%-0.3pp | 41.46%-29.6pp |
| Employer contribution / active EE | $2,019 | $3,141-35.7% | $2,550-20.8% | $4,869-58.5% |
| Participant deferral / active EE | $8,497 | $3,601+136.0% | $3,149+169.8% | $5,287+60.7% |
| Admin fee / account holder | $354 | $4,781-92.6% | $4,221-91.6% | $10,133-96.5% |