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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 | $175,201 | $211,224-17.1% | $178,505-1.9% | $145,897+20.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.43% | 30.28%-21.9pp | 27.16%-18.7pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,125 | $4,577-75.4% | $3,955-71.6% | $4,663-75.9% |
| Participant deferral / active EE | $15,250 | $6,966+118.9% | $6,280+142.8% | $6,689+128.0% |
| Admin fee / account holder | $1,520 | $12,109-87.4% | $10,428-85.4% | $13,390-88.6% |