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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 | $179,242 | $182,442-1.8% | $163,379+9.7% | $138,895+29.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.46% | 72.74%-59.3pp | 63.41%-49.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,054 | $4,159-50.6% | $3,752-45.3% | $4,194-51.0% |
| Participant deferral / active EE | $3,374 | $6,817-50.5% | $6,282-46.3% | $6,396-47.3% |
| Admin fee / account holder | $5,165 | $10,396-50.3% | $9,818-47.4% | $12,562-58.9% |