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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 | $211,159 | $140,592+50.2% | $123,105+71.5% | $125,389+68.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.32% | 16.80%-15.5pp | 13.22%-11.9pp | 282.24%-280.9pp |
| Employer contribution / active EE | $3,009 | $6,041-50.2% | $5,151-41.6% | $4,866-38.2% |
| Participant deferral / active EE | $6,797 | $6,980-2.6% | $6,229+9.1% | $5,352+27.0% |
| Admin fee / account holder | $1,071 | $11,198-90.4% | $9,014-88.1% | $9,541-88.8% |