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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 | $184,137 | $184,014+0.1% | $161,149+14.3% | $138,895+32.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.70% | 21.52%-4.8pp | 21.16%-4.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $15,121 | $5,055+199.1% | $4,360+246.8% | $4,194+260.5% |
| Participant deferral / active EE | $9,193 | $6,909+33.1% | $6,153+49.4% | $6,396+43.7% |
| Admin fee / account holder | $4,716 | $18,027-73.8% | $15,194-69.0% | $12,562-62.5% |