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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 | $156,390 | $87,166+79.4% | $76,735+103.8% | $137,256+13.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.15% | 26.50%-10.3pp | 29.77%-13.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,236 | $2,904-23.0% | $2,454-8.9% | $4,156-46.2% |
| Participant deferral / active EE | $6,146 | $4,726+30.0% | $4,088+50.3% | $6,407-4.1% |
| Admin fee / account holder | $587 | $8,403-93.0% | $7,189-91.8% | $12,270-95.2% |