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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 | $161,292 | $181,896-11.3% | $156,551+3.0% | $273,972-41.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.74% | 30.74%-17.0pp | 32.23%-18.5pp | 41.46%-27.7pp |
| Employer contribution / active EE | $1,515 | $6,248-75.8% | $5,501-72.5% | $4,869-68.9% |
| Participant deferral / active EE | $12,573 | $5,550+126.5% | $4,871+158.1% | $5,287+137.8% |
| Admin fee / account holder | $1,672 | $15,560-89.3% | $13,028-87.2% | $10,133-83.5% |