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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 | $165,224 | $100,970+63.6% | $96,576+71.1% | $137,256+20.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.86% | 38.16%-22.3pp | 38.47%-22.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,109 | $3,809-44.6% | $3,553-40.7% | $4,156-49.3% |
| Participant deferral / active EE | $2,267 | $8,286-72.6% | $7,956-71.5% | $6,407-64.6% |
| Admin fee / account holder | $1,204 | $11,312-89.4% | $11,381-89.4% | $12,270-90.2% |