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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 | $183,037 | $124,425+47.1% | $112,040+63.4% | $137,256+33.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.37% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,755 | $3,411+10.1% | $2,954+27.1% | $4,156-9.7% |
| Participant deferral / active EE | $10,861 | $5,718+89.9% | $5,098+113.1% | $6,407+69.5% |
| Admin fee / account holder | $9,409 | $15,207-38.1% | $12,098-22.2% | $12,270-23.3% |