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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 | $143,768 | $123,793+16.1% | $177,840-19.2% | $79,852+80.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.72% | 22.82%-7.1pp | 48.32%-32.6pp | 31.72%-16.0pp |
| Employer contribution / active EE | $3,463 | $4,095-15.4% | $5,919-41.5% | $2,471+40.1% |
| Participant deferral / active EE | $8,168 | $5,956+37.1% | $7,714+5.9% | $3,740+118.4% |
| Admin fee / account holder | $400 | $7,243-94.5% | $12,431-96.8% | $5,306-92.5% |