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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 | $187,611 | $228,352-17.8% | $185,835+1.0% | $158,966+18.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.98% | 40.81%-28.8pp | 35.96%-24.0pp | 302.95%-291.0pp |
| Employer contribution / active EE | $1,343 | $4,967-73.0% | $4,087-67.2% | $4,762-71.8% |
| Participant deferral / active EE | $2,856 | $6,416-55.5% | $5,633-49.3% | $5,983-52.3% |
| Admin fee / account holder | $924 | $11,867-92.2% | $9,502-90.3% | $11,250-91.8% |