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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 | $202,482 | $254,759-20.5% | $216,567-6.5% | $198,609+2.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.85% | 10.04%-0.2pp | 12.94%-3.1pp | 202.70%-192.8pp |
| Employer contribution / active EE | $1,584 | $6,096-74.0% | $5,216-69.6% | $5,055-68.7% |
| Participant deferral / active EE | $4,153 | $6,948-40.2% | $6,191-32.9% | $6,977-40.5% |
| Admin fee / account holder | $5,142 | $26,311-80.5% | $21,981-76.6% | $19,030-73.0% |