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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 | $184,586 | $117,895+56.6% | $102,460+80.2% | $145,897+26.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.52% | 31.92%-10.4pp | 29.47%-7.9pp | 552.29%-530.8pp |
| Employer contribution / active EE | $2,173 | $3,619-40.0% | $3,025-28.2% | $4,663-53.4% |
| Participant deferral / active EE | $5,022 | $5,736-12.5% | $5,056-0.7% | $6,689-24.9% |
| Admin fee / account holder | $324 | $13,353-97.6% | $9,460-96.6% | $13,390-97.6% |