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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 | $195,142 | $136,860+42.6% | $120,344+62.2% | $154,746+26.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 21.87% | 21.38%+0.5pp | 20.30%+1.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $4,762 | $3,533+34.8% | $3,020+57.7% | $4,379+8.7% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,911 | $15,393-29.1% | $12,742-14.4% | $14,365-24.0% |