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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 | $102,609+3.8% | $98,090+8.6% | $138,895-23.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.67% | 36.44%-17.8pp | 37.05%-18.4pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,190 | $3,867-17.5% | $3,606-11.5% | $4,194-23.9% |
| Participant deferral / active EE | $16,502 | $8,167+102.1% | $7,845+110.4% | $6,396+158.0% |
| Admin fee / account holder | $13,156 | $11,434+15.1% | $11,815+11.3% | $12,562+4.7% |