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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 | $242,405 | $136,860+77.1% | $120,344+101.4% | $154,746+56.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.30% | 21.38%-8.1pp | 20.30%-7.0pp | 172.34%-159.0pp |
| Employer contribution / active EE | $914 | $3,533-74.1% | $3,020-69.7% | $4,379-79.1% |
| Participant deferral / active EE | $8,130 | $5,793+40.3% | $5,135+58.3% | $6,730+20.8% |
| Admin fee / account holder | $8,732 | $15,393-43.3% | $12,742-31.5% | $14,365-39.2% |