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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 | $131,726 | $124,425+5.9% | $112,040+17.6% | $137,256-4.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.74% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,833 | $3,411-46.3% | $2,954-38.0% | $4,156-55.9% |
| Participant deferral / active EE | $2,732 | $5,718-52.2% | $5,098-46.4% | $6,407-57.4% |
| Admin fee / account holder | $961 | $15,207-93.7% | $12,098-92.1% | $12,270-92.2% |