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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 | $101,457 | $124,213-18.3% | $118,106-14.1% | $154,746-34.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 15.20% | 18.29%-3.1pp | 19.44%-4.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,697 | $4,905-24.6% | $4,698-21.3% | $4,379-15.6% |
| Participant deferral / active EE | $6,485 | $6,859-5.5% | $6,619-2.0% | $6,730-3.6% |
| Admin fee / account holder | $665 | $9,627-93.1% | $8,973-92.6% | $14,365-95.4% |