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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 | $221,598 | $124,425+78.1% | $112,040+97.8% | $137,256+61.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.01% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,310 | $3,411-32.3% | $2,954-21.8% | $4,156-44.4% |
| Participant deferral / active EE | $6,203 | $5,718+8.5% | $5,098+21.7% | $6,407-3.2% |
| Admin fee / account holder | $938 | $15,207-93.8% | $12,098-92.2% | $12,270-92.4% |