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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 | $213,785-36.3% | $185,441-26.6% | $155,188-12.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.59% | 19.97%-2.4pp | 20.16%-2.6pp | 148.84%-131.2pp |
| Employer contribution / active EE | $3,743 | $5,393-30.6% | $4,672-19.9% | $4,248-11.9% |
| Participant deferral / active EE | $6,280 | $6,864-8.5% | $6,152+2.1% | $6,531-3.8% |
| Admin fee / account holder | $594 | $21,134-97.2% | $17,890-96.7% | $14,480-95.9% |