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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 | $110,291 | $102,609+7.5% | $98,090+12.4% | $138,895-20.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.68% | 36.44%-16.8pp | 37.05%-17.4pp | 145.39%-125.7pp |
| Employer contribution / active EE | $5,702 | $3,867+47.4% | $3,606+58.1% | $4,194+35.9% |
| Participant deferral / active EE | $13,813 | $8,167+69.1% | $7,845+76.1% | $6,396+116.0% |
| Admin fee / account holder | $1,073 | $11,434-90.6% | $11,815-90.9% | $12,562-91.5% |