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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 | $170,697 | $181,896-6.2% | $156,551+9.0% | $273,972-37.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.59% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,226 | $6,248-32.4% | $5,501-23.2% | $4,869-13.2% |
| Participant deferral / active EE | $3,600 | $5,550-35.1% | $4,871-26.1% | $5,287-31.9% |
| Admin fee / account holder | $15,507 | $15,560-0.3% | $13,028+19.0% | $10,133+53.0% |