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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 | $184,699 | $184,014+0.4% | $161,149+14.6% | $138,895+33.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.30% | 21.52%-9.2pp | 21.16%-8.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,423 | $5,055-71.9% | $4,360-67.4% | $4,194-66.1% |
| Participant deferral / active EE | $7,724 | $6,909+11.8% | $6,153+25.5% | $6,396+20.8% |
| Admin fee / account holder | $50,972 | $18,027+182.8% | $15,194+235.5% | $12,562+305.8% |