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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 | $178,656 | $126,661+41.1% | $113,397+57.5% | $138,895+28.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.22% | 25.05%-9.8pp | 23.20%-8.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,076 | $3,456-11.0% | $2,977+3.3% | $4,194-26.7% |
| Participant deferral / active EE | $5,135 | $5,693-9.8% | $5,076+1.2% | $6,396-19.7% |
| Admin fee / account holder | $1,999 | $14,549-86.3% | $11,957-83.3% | $12,562-84.1% |