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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 | $182,795 | $254,759-28.2% | $216,567-15.6% | $198,609-8.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.93% | 10.04%+7.9pp | 12.94%+5.0pp | 202.70%-184.8pp |
| Employer contribution / active EE | $5,474 | $6,096-10.2% | $5,216+5.0% | $5,055+8.3% |
| Participant deferral / active EE | $6,773 | $6,948-2.5% | $6,191+9.4% | $6,977-2.9% |
| Admin fee / account holder | $2,200 | $26,311-91.6% | $21,981-90.0% | $19,030-88.4% |