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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 | $156,627 | $136,860+14.4% | $120,344+30.1% | $154,746+1.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.00% | 21.38%-5.4pp | 20.30%-4.3pp | 172.34%-156.3pp |
| Employer contribution / active EE | $4,703 | $3,533+33.1% | $3,020+55.7% | $4,379+7.4% |
| Participant deferral / active EE | $6,392 | $5,793+10.3% | $5,135+24.5% | $6,730-5.0% |
| Admin fee / account holder | $9,335 | $15,393-39.4% | $12,742-26.7% | $14,365-35.0% |