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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 | $141,624 | $282,059-49.8% | $213,469-33.7% | $154,746-8.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.69% | 20.90%-4.2pp | 20.58%-3.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,653 | $6,189-57.1% | $4,994-46.9% | $4,379-39.4% |
| Participant deferral / active EE | $8,857 | $8,186+8.2% | $6,841+29.5% | $6,730+31.6% |
| Admin fee / account holder | $2,458 | $37,435-93.4% | $27,141-90.9% | $14,365-82.9% |