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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 | $131,271 | $136,860-4.1% | $120,344+9.1% | $154,746-15.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.78% | 21.38%-2.6pp | 20.30%-1.5pp | 172.34%-153.6pp |
| Employer contribution / active EE | $16,090 | $3,533+355.4% | $3,020+432.8% | $4,379+267.4% |
| Participant deferral / active EE | $11,331 | $5,793+95.6% | $5,135+120.7% | $6,730+68.4% |
| Admin fee / account holder | $9,589 | $15,393-37.7% | $12,742-24.7% | $14,365-33.3% |