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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 | $144,454 | $100,970+43.1% | $96,576+49.6% | $137,256+5.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.05% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,794 | $3,809-26.6% | $3,553-21.4% | $4,156-32.8% |
| Participant deferral / active EE | $9,628 | $8,286+16.2% | $7,956+21.0% | $6,407+50.3% |
| Admin fee / account holder | $1,376 | $11,312-87.8% | $11,381-87.9% | $12,270-88.8% |