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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 | $148,899 | $239,571-37.8% | $183,328-18.8% | $137,256+8.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 11.08% | 35.69%-24.6pp | 29.67%-18.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,480 | $6,148-59.7% | $5,055-50.9% | $4,156-40.3% |
| Participant deferral / active EE | $11,194 | $7,995+40.0% | $6,795+64.7% | $6,407+74.7% |
| Admin fee / account holder | $675 | $30,059-97.8% | $21,427-96.8% | $12,270-94.5% |