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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 | $112,365 | $100,970+11.3% | $96,576+16.3% | $137,256-18.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.66% | 38.16%-18.5pp | 38.47%-18.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,862 | $3,809-24.9% | $3,553-19.5% | $4,156-31.1% |
| Participant deferral / active EE | $6,373 | $8,286-23.1% | $7,956-19.9% | $6,407-0.5% |
| Admin fee / account holder | $3,138 | $11,312-72.3% | $11,381-72.4% | $12,270-74.4% |