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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 | $167,412 | $171,930-2.6% | $151,266+10.7% | $154,746+8.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 15.74% | 242.03%-226.3pp | 180.60%-164.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,687 | $4,710-43.0% | $4,237-36.6% | $4,379-38.6% |
| Participant deferral / active EE | $5,754 | $8,191-29.7% | $7,337-21.6% | $6,730-14.5% |
| Admin fee / account holder | $1,084 | $15,803-93.1% | $13,159-91.8% | $14,365-92.5% |