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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 | $126,661+22.3% | $113,397+36.6% | $138,895+11.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.86% | 25.05%-11.2pp | 23.20%-9.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,111 | $3,456-10.0% | $2,977+4.5% | $4,194-25.8% |
| Participant deferral / active EE | $9,625 | $5,693+69.1% | $5,076+89.6% | $6,396+50.5% |
| Admin fee / account holder | $3,755 | $14,549-74.2% | $11,957-68.6% | $12,562-70.1% |