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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 | $182,312 | $184,014-0.9% | $161,149+13.1% | $138,895+31.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.85% | 21.52%-3.7pp | 21.16%-3.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $5,689 | $5,055+12.5% | $4,360+30.5% | $4,194+35.6% |
| Participant deferral / active EE | $15,468 | $6,909+123.9% | $6,153+151.4% | $6,396+141.8% |
| Admin fee / account holder | $3,627 | $18,027-79.9% | $15,194-76.1% | $12,562-71.1% |