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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 | $184,950 | $275,752-32.9% | $256,809-28.0% | $198,609-6.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.33% | 34.81%-24.5pp | 32.73%-22.4pp | 202.70%-192.4pp |
| Employer contribution / active EE | $1,963 | $7,721-74.6% | $7,263-73.0% | $5,055-61.2% |
| Participant deferral / active EE | $17,332 | $10,037+72.7% | $9,520+82.1% | $6,977+148.4% |
| Admin fee / account holder | $1,969 | $25,716-92.3% | $25,146-92.2% | $19,030-89.7% |