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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 | $183,153 | $209,336-12.5% | $197,124-7.1% | $137,256+33.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.12% | 48.09%-35.0pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,333 | $6,591-34.3% | $6,227-30.4% | $4,156+4.3% |
| Participant deferral / active EE | $6,535 | $9,614-32.0% | $9,135-28.5% | $6,407+2.0% |
| Admin fee / account holder | $448 | $17,308-97.4% | $16,298-97.3% | $12,270-96.3% |