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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 | $174,699 | $213,785-18.3% | $185,441-5.8% | $155,188+12.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.43% | 19.97%-1.5pp | 20.16%-1.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,259 | $5,393-58.1% | $4,672-51.7% | $4,248-46.8% |
| Participant deferral / active EE | $10,404 | $6,864+51.6% | $6,152+69.1% | $6,531+59.3% |
| Admin fee / account holder | $375 | $21,134-98.2% | $17,890-97.9% | $14,480-97.4% |