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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 | $117,619 | $100,970+16.5% | $96,576+21.8% | $137,256-14.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.11% | 38.16%-23.0pp | 38.47%-23.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,150 | $3,809-43.6% | $3,553-39.5% | $4,156-48.3% |
| Participant deferral / active EE | $8,299 | $8,286+0.1% | $7,956+4.3% | $6,407+29.5% |
| Admin fee / account holder | $2,073 | $11,312-81.7% | $11,381-81.8% | $12,270-83.1% |