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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 | $163,003 | $176,786-7.8% | $146,643+11.2% | $167,536-2.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.00% | 24.04%-10.0pp | 22.75%-8.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $2,376 | $5,161-54.0% | $4,137-42.6% | $4,839-50.9% |
| Participant deferral / active EE | $6,845 | $6,440+6.3% | $5,506+24.3% | $6,342+7.9% |
| Admin fee / account holder | $13,421 | $13,262+1.2% | $10,280+30.6% | $12,315+9.0% |