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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 | $163,093 | $136,860+19.2% | $120,344+35.5% | $154,746+5.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.78% | 21.38%-5.6pp | 20.30%-4.5pp | 172.34%-156.6pp |
| Employer contribution / active EE | $938 | $3,533-73.4% | $3,020-68.9% | $4,379-78.6% |
| Participant deferral / active EE | $3,554 | $5,793-38.7% | $5,135-30.8% | $6,730-47.2% |
| Admin fee / account holder | $5,272 | $15,393-65.7% | $12,742-58.6% | $14,365-63.3% |