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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 | $174,549 | $167,415+4.3% | $140,514+24.2% | $198,609-12.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 6.47% | 13.85%-7.4pp | 14.36%-7.9pp | 202.70%-196.2pp |
| Employer contribution / active EE | $3,063 | $4,088-25.1% | $3,378-9.3% | $5,055-39.4% |
| Participant deferral / active EE | $5,281 | $5,579-5.3% | $4,919+7.4% | $6,977-24.3% |
| Admin fee / account holder | $983 | $16,730-94.1% | $13,697-92.8% | $19,030-94.8% |