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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 | $176,899 | $199,109-11.2% | $173,730+1.8% | $154,746+14.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.21% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,655 | $5,311-50.0% | $4,577-42.0% | $4,379-39.4% |
| Participant deferral / active EE | $10,702 | $7,113+50.5% | $6,326+69.2% | $6,730+59.0% |
| Admin fee / account holder | $1,149 | $20,916-94.5% | $17,523-93.4% | $14,365-92.0% |