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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 | $282,059-47.2% | $213,469-30.2% | $154,746-3.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.08% | 20.90%-9.8pp | 20.58%-9.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $2,480 | $6,189-59.9% | $4,994-50.3% | $4,379-43.4% |
| Participant deferral / active EE | $11,194 | $8,186+36.7% | $6,841+63.6% | $6,730+66.3% |
| Admin fee / account holder | $675 | $37,435-98.2% | $27,141-97.5% | $14,365-95.3% |