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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 | $106,499 | $107,666-1.1% | $102,184+4.2% | $154,746-31.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.67% | 29.33%-10.7pp | 31.58%-12.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,190 | $3,846-17.1% | $3,594-11.2% | $4,379-27.1% |
| Participant deferral / active EE | $16,502 | $8,719+89.3% | $8,309+98.6% | $6,730+145.2% |
| Admin fee / account holder | $13,156 | $12,943+1.6% | $11,609+13.3% | $14,365-8.4% |