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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 | $184,014+10.0% | $161,149+25.6% | $138,895+45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.85% | 21.52%-11.7pp | 21.16%-11.3pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,584 | $5,055-68.7% | $4,360-63.7% | $4,194-62.2% |
| Participant deferral / active EE | $4,153 | $6,909-39.9% | $6,153-32.5% | $6,396-35.1% |
| Admin fee / account holder | $5,142 | $18,027-71.5% | $15,194-66.2% | $12,562-59.1% |