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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 | $207,176 | $254,759-18.7% | $216,567-4.3% | $198,609+4.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 81.6%-6.6pp | 82.4%-7.4pp |
| Annual return | 12.62% | 10.04%+2.6pp | 12.94%-0.3pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,500 | $6,096-75.4% | $5,216-71.2% | $5,055-70.3% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,849 | $26,311-89.2% | $21,981-87.0% | $19,030-85.0% |