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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 | $190,531 | $212,777-10.5% | $173,703+9.7% | $198,609-4.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 9.18% | 18.82%-9.6pp | 17.46%-8.3pp | 202.70%-193.5pp |
| Employer contribution / active EE | $6,324 | $5,214+21.3% | $4,288+47.5% | $5,055+25.1% |
| Participant deferral / active EE | $3,541 | $5,697-37.8% | $4,854-27.1% | $6,977-49.3% |
| Admin fee / account holder | $1,124 | $19,536-94.2% | $15,562-92.8% | $19,030-94.1% |