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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 | $123,502 | $136,860-9.8% | $120,344+2.6% | $154,746-20.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.80% | 21.38%-4.6pp | 20.30%-3.5pp | 172.34%-155.5pp |
| Employer contribution / active EE | $4,518 | $3,533+27.9% | $3,020+49.6% | $4,379+3.2% |
| Participant deferral / active EE | $15,344 | $5,793+164.9% | $5,135+198.8% | $6,730+128.0% |
| Admin fee / account holder | $3,981 | $15,393-74.1% | $12,742-68.8% | $14,365-72.3% |