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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 | $153,625 | $155,555-1.2% | $146,866+4.6% | $155,188-1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.62% | 115.41%-96.8pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $3,514 | $4,647-24.4% | $4,425-20.6% | $4,248-17.3% |
| Participant deferral / active EE | $3,491 | $8,044-56.6% | $7,759-55.0% | $6,531-46.5% |
| Admin fee / account holder | $332 | $14,755-97.8% | $13,620-97.6% | $14,480-97.7% |