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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 | $138,812 | $138,312+0.4% | $122,979+12.9% | $155,188-10.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.55% | 22.06%-9.5pp | 20.12%-7.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $5,217 | $3,530+47.8% | $3,062+70.4% | $4,248+22.8% |
| Participant deferral / active EE | $3,759 | $5,592-32.8% | $5,003-24.9% | $6,531-42.5% |
| Admin fee / account holder | $11,217 | $15,089-25.7% | $12,864-12.8% | $14,480-22.5% |