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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 | $182,345 | $182,442-0.1% | $163,379+11.6% | $138,895+31.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.37% | 72.74%-56.4pp | 63.41%-47.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,726 | $4,159-34.5% | $3,752-27.3% | $4,194-35.0% |
| Participant deferral / active EE | $11,374 | $6,817+66.9% | $6,282+81.1% | $6,396+77.8% |
| Admin fee / account holder | $8,682 | $10,396-16.5% | $9,818-11.6% | $12,562-30.9% |