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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 | $182,345 | $225,673-19.2% | $203,872-10.6% | $155,188+17.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.37% | 95.91%-79.5pp | 85.11%-68.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $2,726 | $4,099-33.5% | $3,757-27.4% | $4,248-35.8% |
| Participant deferral / active EE | $11,374 | $6,893+65.0% | $6,388+78.1% | $6,531+74.2% |
| Admin fee / account holder | $8,682 | $12,327-29.6% | $11,730-26.0% | $14,480-40.0% |