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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 | $165,583 | $124,425+33.1% | $112,040+47.8% | $137,256+20.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.41% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,920 | $3,411-43.7% | $2,954-35.0% | $4,156-53.8% |
| Participant deferral / active EE | $23,500 | $5,718+311.0% | $5,098+361.0% | $6,407+266.8% |
| Admin fee / account holder | $947 | $15,207-93.8% | $12,098-92.2% | $12,270-92.3% |