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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 | $181,854 | $213,785-14.9% | $185,441-1.9% | $155,188+17.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.74% | 19.97%-11.2pp | 20.16%-11.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $2,432 | $5,393-54.9% | $4,672-47.9% | $4,248-42.7% |
| Participant deferral / active EE | $2,440 | $6,864-64.5% | $6,152-60.3% | $6,531-62.6% |
| Admin fee / account holder | $13,073 | $21,134-38.1% | $17,890-26.9% | $14,480-9.7% |