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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 | $115,158 | $100,970+14.1% | $96,576+19.2% | $137,256-16.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.41% | 38.16%-23.8pp | 38.47%-24.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,340 | $3,809-64.8% | $3,553-62.3% | $4,156-67.8% |
| Participant deferral / active EE | $6,498 | $8,286-21.6% | $7,956-18.3% | $6,407+1.4% |
| Admin fee / account holder | $2,139 | $11,312-81.1% | $11,381-81.2% | $12,270-82.6% |