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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 | $136,860+40.9% | $120,344+60.2% | $154,746+24.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.86% | 21.38%-10.5pp | 20.30%-9.4pp | 172.34%-161.5pp |
| Employer contribution / active EE | $2,524 | $3,533-28.6% | $3,020-16.4% | $4,379-42.4% |
| Participant deferral / active EE | $7,423 | $5,793+28.1% | $5,135+44.6% | $6,730+10.3% |
| Admin fee / account holder | $7,960 | $15,393-48.3% | $12,742-37.5% | $14,365-44.6% |