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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 | $243,010 | $468,231-48.1% | $467,873-48.1% | $483,246-49.7% |
| Participation rate | 100.0% | 97.8%+2.2pp | 97.8%+2.2pp | 93.7%+6.3pp |
| Annual return | 23.77% | 34.80%-11.0pp | 34.76%-11.0pp | 24.97%-1.2pp |
| Employer contribution / active EE | $10,626 | $30,904-65.6% | $32,713-67.5% | $28,334-62.5% |
| Participant deferral / active EE | $11,295 | $11,835-4.6% | $11,835-4.6% | $7,967+41.8% |
| Admin fee / account holder | $4,088 | $18,118-77.4% | $18,118-77.4% | $20,852-80.4% |