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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 | $201,446 | $213,785-5.8% | $185,441+8.6% | $155,188+29.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.37% | 19.97%-4.6pp | 20.16%-4.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,093 | $5,393-61.2% | $4,672-55.2% | $4,248-50.7% |
| Participant deferral / active EE | $8,381 | $6,864+22.1% | $6,152+36.2% | $6,531+28.3% |
| Admin fee / account holder | $1,143 | $21,134-94.6% | $17,890-93.6% | $14,480-92.1% |