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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 | $139,367 | $124,425+12.0% | $112,040+24.4% | $137,256+1.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.93% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,485 | $3,411-27.2% | $2,954-15.9% | $4,156-40.2% |
| Participant deferral / active EE | $6,778 | $5,718+18.5% | $5,098+33.0% | $6,407+5.8% |
| Admin fee / account holder | $1,544 | $15,207-89.8% | $12,098-87.2% | $12,270-87.4% |