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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 | $158,236 | $182,442-13.3% | $163,379-3.1% | $138,895+13.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 21.71% | 72.74%-51.0pp | 63.41%-41.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,848 | $4,159-55.6% | $3,752-50.8% | $4,194-55.9% |
| Participant deferral / active EE | $11,750 | $6,817+72.4% | $6,282+87.1% | $6,396+83.7% |
| Admin fee / account holder | $925 | $10,396-91.1% | $9,818-90.6% | $12,562-92.6% |