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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 | $174,636 | $211,288-17.3% | $178,540-2.2% | $145,884+19.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.15% | 30.27%-10.1pp | 27.15%-7.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $3,616 | $4,574-20.9% | $3,953-8.5% | $4,662-22.4% |
| Participant deferral / active EE | $2,763 | $6,967-60.3% | $6,281-56.0% | $6,690-58.7% |
| Admin fee / account holder | $1,096 | $12,105-90.9% | $10,424-89.5% | $13,392-91.8% |