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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 | $122,620 | $213,785-42.6% | $185,441-33.9% | $155,188-21.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.33% | 19.97%-3.6pp | 20.16%-3.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $2,795 | $5,393-48.2% | $4,672-40.2% | $4,248-34.2% |
| Participant deferral / active EE | $11,128 | $6,864+62.1% | $6,152+80.9% | $6,531+70.4% |
| Admin fee / account holder | $5,991 | $21,134-71.7% | $17,890-66.5% | $14,480-58.6% |