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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 | $187,166 | $184,014+1.7% | $161,149+16.1% | $138,895+34.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.80% | 21.52%-4.7pp | 21.16%-4.4pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,762 | $5,055-65.1% | $4,360-59.6% | $4,194-58.0% |
| Participant deferral / active EE | $5,898 | $6,909-14.6% | $6,153-4.1% | $6,396-7.8% |
| Admin fee / account holder | $2,136 | $18,027-88.1% | $15,194-85.9% | $12,562-83.0% |