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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 | $101,282 | $213,785-52.6% | $185,441-45.4% | $155,188-34.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.67% | 19.97%-3.3pp | 20.16%-3.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,562 | $5,393-52.5% | $4,672-45.2% | $4,248-39.7% |
| Participant deferral / active EE | $7,810 | $6,864+13.8% | $6,152+27.0% | $6,531+19.6% |
| Admin fee / account holder | $1,786 | $21,134-91.6% | $17,890-90.0% | $14,480-87.7% |