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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 | $172,451 | $167,483+3.0% | $115,752+49.0% | $147,586+16.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 18.42% | 12.11%+6.3pp | 19.41%-1.0pp | 578.59%-560.2pp |
| Employer contribution / active EE | $2,545 | $4,960-48.7% | $3,492-27.1% | $4,876-47.8% |
| Participant deferral / active EE | $6,030 | $7,037-14.3% | $5,204+15.9% | $5,439+10.9% |
| Admin fee / account holder | $1,974 | $13,069-84.9% | $6,278-68.6% | $10,886-81.9% |