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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 | $136,860+61.9% | $120,344+84.1% | $154,746+43.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.01% | 21.38%-4.4pp | 20.30%-3.3pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,310 | $3,533-34.6% | $3,020-23.5% | $4,379-47.3% |
| Participant deferral / active EE | $6,203 | $5,793+7.1% | $5,135+20.8% | $6,730-7.8% |
| Admin fee / account holder | $938 | $15,393-93.9% | $12,742-92.6% | $14,365-93.5% |