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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 | $178,976 | $177,156+1.0% | $147,027+21.7% | $154,746+15.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.84% | 21.94%-4.1pp | 20.23%-2.4pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,850 | $4,336-34.3% | $3,626-21.4% | $4,379-34.9% |
| Participant deferral / active EE | $14,597 | $5,797+151.8% | $4,933+195.9% | $6,730+116.9% |
| Admin fee / account holder | $1,483 | $14,904-90.1% | $12,223-87.9% | $14,365-89.7% |