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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 | $154,891 | $136,860+13.2% | $120,344+28.7% | $154,746+0.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.86% | 21.38%-7.5pp | 20.30%-6.4pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,111 | $3,533-11.9% | $3,020+3.0% | $4,379-29.0% |
| Participant deferral / active EE | $9,625 | $5,793+66.1% | $5,135+87.5% | $6,730+43.0% |
| Admin fee / account holder | $3,755 | $15,393-75.6% | $12,742-70.5% | $14,365-73.9% |