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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 | $171,450 | $161,352+6.3% | $134,172+27.8% | $137,256+24.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.69% | 28.72%-14.0pp | 25.30%-10.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,587 | $4,099-12.5% | $3,420+4.9% | $4,156-13.7% |
| Participant deferral / active EE | $3,587 | $5,552-35.4% | $4,690-23.5% | $6,407-44.0% |
| Admin fee / account holder | $6,911 | $15,028-54.0% | $12,016-42.5% | $12,270-43.7% |