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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 | $104,595 | $184,014-43.2% | $161,149-35.1% | $138,895-24.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.11% | 21.52%-3.4pp | 21.16%-3.0pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3,639 | $5,055-28.0% | $4,360-16.5% | $4,194-13.2% |
| Participant deferral / active EE | $10,570 | $6,909+53.0% | $6,153+71.8% | $6,396+65.3% |
| Admin fee / account holder | $8,746 | $18,027-51.5% | $15,194-42.4% | $12,562-30.4% |