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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 | $164,289 | $199,109-17.5% | $173,730-5.4% | $154,746+6.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.29% | 20.02%-6.7pp | 19.96%-6.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $4,841 | $5,311-8.9% | $4,577+5.7% | $4,379+10.5% |
| Participant deferral / active EE | $6,033 | $7,113-15.2% | $6,326-4.6% | $6,730-10.4% |
| Admin fee / account holder | $15,715 | $20,916-24.9% | $17,523-10.3% | $14,365+9.4% |