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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 | $141,194 | $154,228-8.5% | $145,433-2.9% | $137,256+2.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.42% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,347 | $4,804-72.0% | $4,554-70.4% | $4,156-67.6% |
| Participant deferral / active EE | $12,112 | $8,216+47.4% | $7,897+53.4% | $6,407+89.0% |
| Admin fee / account holder | $2,232 | $14,344-84.4% | $13,129-83.0% | $12,270-81.8% |