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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 | $151,575 | $136,860+10.8% | $120,344+26.0% | $154,746-2.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.52% | 21.38%-5.9pp | 20.30%-4.8pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,758 | $3,533-50.3% | $3,020-41.8% | $4,379-59.9% |
| Participant deferral / active EE | $3,351 | $5,793-42.2% | $5,135-34.7% | $6,730-50.2% |
| Admin fee / account holder | $1,758 | $15,393-88.6% | $12,742-86.2% | $14,365-87.8% |