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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 | $136,079 | $184,014-26.0% | $161,149-15.6% | $138,895-2.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.59% | 21.52%-3.9pp | 21.16%-3.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $3,743 | $5,055-26.0% | $4,360-14.2% | $4,194-10.8% |
| Participant deferral / active EE | $6,280 | $6,909-9.1% | $6,153+2.1% | $6,396-1.8% |
| Admin fee / account holder | $594 | $18,027-96.7% | $15,194-96.1% | $12,562-95.3% |