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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 | $136,860+37.0% | $120,344+55.8% | $154,746+21.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.34% | 21.38%-8.0pp | 20.30%-7.0pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,836 | $3,533-48.0% | $3,020-39.2% | $4,379-58.1% |
| Participant deferral / active EE | $7,675 | $5,793+32.5% | $5,135+49.5% | $6,730+14.0% |
| Admin fee / account holder | $989 | $15,393-93.6% | $12,742-92.2% | $14,365-93.1% |