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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 | $122,186 | $102,609+19.1% | $98,090+24.6% | $138,895-12.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 12.62% | 36.44%-23.8pp | 37.05%-24.4pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,123 | $3,867-45.1% | $3,606-41.1% | $4,194-49.4% |
| Participant deferral / active EE | $9,173 | $8,167+12.3% | $7,845+16.9% | $6,396+43.4% |
| Admin fee / account holder | $1,393 | $11,434-87.8% | $11,815-88.2% | $12,562-88.9% |