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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 | $160,754 | $136,860+17.5% | $120,344+33.6% | $154,746+3.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.92% | 21.38%-4.5pp | 20.30%-3.4pp | 172.34%-155.4pp |
| Employer contribution / active EE | $6,969 | $3,533+97.2% | $3,020+130.7% | $4,379+59.1% |
| Participant deferral / active EE | $8,823 | $5,793+52.3% | $5,135+71.8% | $6,730+31.1% |
| Admin fee / account holder | $2,930 | $15,393-81.0% | $12,742-77.0% | $14,365-79.6% |