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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 | $134,566 | $153,769-12.5% | $133,975+0.4% | $273,972-50.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.58% | 36.51%-27.9pp | 29.29%-20.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,272 | $6,029-62.3% | $5,211-56.4% | $4,869-53.3% |
| Participant deferral / active EE | $14,133 | $6,958+103.1% | $6,282+125.0% | $5,287+167.3% |
| Admin fee / account holder | $309 | $11,765-97.4% | $9,324-96.7% | $10,133-97.0% |