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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 | $178,532 | $124,213+43.7% | $118,106+51.2% | $154,746+15.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 10.12% | 18.29%-8.2pp | 19.44%-9.3pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,535 | $4,905-48.3% | $4,698-46.0% | $4,379-42.1% |
| Participant deferral / active EE | $9,186 | $6,859+33.9% | $6,619+38.8% | $6,730+36.5% |
| Admin fee / account holder | $1,422 | $9,627-85.2% | $8,973-84.1% | $14,365-90.1% |