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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 | $174,699 | $199,109-12.3% | $173,730+0.6% | $154,746+12.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.43% | 20.02%-1.6pp | 19.96%-1.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,259 | $5,311-57.5% | $4,577-50.7% | $4,379-48.4% |
| Participant deferral / active EE | $10,404 | $7,113+46.3% | $6,326+64.5% | $6,730+54.6% |
| Admin fee / account holder | $375 | $20,916-98.2% | $17,523-97.9% | $14,365-97.4% |