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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 | $114,070 | $136,860-16.7% | $120,344-5.2% | $154,746-26.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.98% | 21.38%-1.4pp | 20.30%-0.3pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,741 | $3,533-22.4% | $3,020-9.3% | $4,379-37.4% |
| Participant deferral / active EE | $8,658 | $5,793+49.4% | $5,135+68.6% | $6,730+28.6% |
| Admin fee / account holder | $1,055 | $15,393-93.1% | $12,742-91.7% | $14,365-92.7% |