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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 | $160,416 | $80,985+98.1% | $96,576+66.1% | $75,181+113.4% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+22.9pp | 67.2%+31.7pp |
| Annual return | 16.06% | 27.05%-11.0pp | 25.87%-9.8pp | 160.69%-144.6pp |
| Employer contribution / active EE | $1,524 | $2,282-33.2% | $2,965-48.6% | $2,671-42.9% |
| Participant deferral / active EE | $3,697 | $3,929-5.9% | $4,851-23.8% | $4,126-10.4% |
| Admin fee / account holder | $10,446 | $6,719+55.5% | $8,253+26.6% | $5,650+84.9% |