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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 | $165,558 | $111,814+48.1% | $103,378+60.1% | $145,978+13.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.22% | 24.80%-3.6pp | 24.91%-3.7pp | 550.52%-529.3pp |
| Employer contribution / active EE | $2,915 | $4,215-30.8% | $3,870-24.7% | $4,662-37.5% |
| Participant deferral / active EE | $6,588 | $5,618+17.3% | $5,058+30.3% | $6,690-1.5% |
| Admin fee / account holder | $927 | $9,764-90.5% | $8,401-89.0% | $13,400-93.1% |