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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 | $209,949 | $282,059-25.6% | $213,469-1.6% | $154,746+35.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.65% | 20.90%-6.2pp | 20.58%-5.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,549 | $6,189-42.7% | $4,994-28.9% | $4,379-19.0% |
| Participant deferral / active EE | $17,746 | $8,186+116.8% | $6,841+159.4% | $6,730+163.7% |
| Admin fee / account holder | $20,692 | $37,435-44.7% | $27,141-23.8% | $14,365+44.0% |