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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 | $187,473 | $124,425+50.7% | $112,040+67.3% | $137,256+36.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.34% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,836 | $3,411-46.2% | $2,954-37.8% | $4,156-55.8% |
| Participant deferral / active EE | $7,675 | $5,718+34.2% | $5,098+50.6% | $6,407+19.8% |
| Admin fee / account holder | $989 | $15,207-93.5% | $12,098-91.8% | $12,270-91.9% |