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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 | $152,135 | $162,967-6.6% | $135,792+12.0% | $138,895+9.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.34% | 30.08%-14.7pp | 25.96%-10.6pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,748 | $4,211-34.7% | $3,496-21.4% | $4,194-34.5% |
| Participant deferral / active EE | $15,892 | $5,640+181.7% | $4,759+233.9% | $6,396+148.5% |
| Admin fee / account holder | $1,427 | $15,306-90.7% | $12,266-88.4% | $12,562-88.6% |