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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 | $186,573 | $199,109-6.3% | $173,730+7.4% | $154,746+20.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.40% | 20.02%-2.6pp | 19.96%-2.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,351 | $5,311-55.7% | $4,577-48.6% | $4,379-46.3% |
| Participant deferral / active EE | $15,250 | $7,113+114.4% | $6,326+141.1% | $6,730+126.6% |
| Admin fee / account holder | $1,704 | $20,916-91.9% | $17,523-90.3% | $14,365-88.1% |