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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 | $156,713 | $153,769+1.9% | $133,975+17.0% | $273,972-42.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.31% | 36.51%-23.2pp | 29.29%-16.0pp | 41.46%-28.1pp |
| Employer contribution / active EE | $3,076 | $6,029-49.0% | $5,211-41.0% | $4,869-36.8% |
| Participant deferral / active EE | $5,229 | $6,958-24.9% | $6,282-16.8% | $5,287-1.1% |
| Admin fee / account holder | $3,600 | $11,765-69.4% | $9,324-61.4% | $10,133-64.5% |