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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 | $154,662 | $213,785-27.7% | $185,441-16.6% | $155,188-0.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.78% | 19.97%-7.2pp | 20.16%-7.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $3,510 | $5,393-34.9% | $4,672-24.9% | $4,248-17.4% |
| Participant deferral / active EE | $16,312 | $6,864+137.6% | $6,152+165.2% | $6,531+149.8% |
| Admin fee / account holder | $4,051 | $21,134-80.8% | $17,890-77.4% | $14,480-72.0% |