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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 | $153,092 | $107,666+42.2% | $102,184+49.8% | $154,746-1.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.94% | 29.33%-15.4pp | 31.58%-17.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,222 | $3,846-68.2% | $3,594-66.0% | $4,379-72.1% |
| Participant deferral / active EE | $9,300 | $8,719+6.7% | $8,309+11.9% | $6,730+38.2% |
| Admin fee / account holder | $8,076 | $12,943-37.6% | $11,609-30.4% | $14,365-43.8% |