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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 | $184,014-16.0% | $161,149-4.0% | $138,895+11.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.78% | 21.52%-8.7pp | 21.16%-8.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $3,510 | $5,055-30.6% | $4,360-19.5% | $4,194-16.3% |
| Participant deferral / active EE | $16,312 | $6,909+136.1% | $6,153+165.1% | $6,396+155.0% |
| Admin fee / account holder | $4,051 | $18,027-77.5% | $15,194-73.3% | $12,562-67.7% |