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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 | $192,842 | $124,425+55.0% | $112,040+72.1% | $137,256+40.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.86% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,524 | $3,411-26.0% | $2,954-14.6% | $4,156-39.3% |
| Participant deferral / active EE | $7,423 | $5,718+29.8% | $5,098+45.6% | $6,407+15.9% |
| Admin fee / account holder | $7,960 | $15,207-47.7% | $12,098-34.2% | $12,270-35.1% |