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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 | $199,914 | $199,109+0.4% | $173,730+15.1% | $154,746+29.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.76% | 20.02%-4.3pp | 19.96%-4.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,276 | $5,311-57.1% | $4,577-50.3% | $4,379-48.0% |
| Participant deferral / active EE | $5,467 | $7,113-23.1% | $6,326-13.6% | $6,730-18.8% |
| Admin fee / account holder | $8,672 | $20,916-58.5% | $17,523-50.5% | $14,365-39.6% |