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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 | $213,785-6.5% | $185,441+7.8% | $155,188+28.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.76% | 19.97%-4.2pp | 20.16%-4.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,276 | $5,393-57.8% | $4,672-51.3% | $4,248-46.4% |
| Participant deferral / active EE | $5,467 | $6,864-20.4% | $6,152-11.1% | $6,531-16.3% |
| Admin fee / account holder | $8,672 | $21,134-59.0% | $17,890-51.5% | $14,480-40.1% |