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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 | $149,391 | $138,312+8.0% | $122,979+21.5% | $155,188-3.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.40% | 22.06%-9.7pp | 20.12%-7.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $3,118 | $3,530-11.7% | $3,062+1.8% | $4,248-26.6% |
| Participant deferral / active EE | $7,332 | $5,592+31.1% | $5,003+46.5% | $6,531+12.3% |
| Admin fee / account holder | $17,128 | $15,089+13.5% | $12,864+33.1% | $14,480+18.3% |