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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 | $152,711 | $184,014-17.0% | $161,149-5.2% | $138,895+9.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 21.88% | 21.52%+0.4pp | 21.16%+0.7pp | 145.39%-123.5pp |
| Employer contribution / active EE | $2,894 | $5,055-42.8% | $4,360-33.6% | $4,194-31.0% |
| Participant deferral / active EE | $5,171 | $6,909-25.2% | $6,153-16.0% | $6,396-19.2% |
| Admin fee / account holder | $1,776 | $18,027-90.1% | $15,194-88.3% | $12,562-85.9% |