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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 | $164,147 | $153,769+6.7% | $133,975+22.5% | $273,972-40.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.99% | 36.51%-26.5pp | 29.29%-19.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,066 | $6,029-65.7% | $5,211-60.4% | $4,869-57.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,923 | $11,765-66.7% | $9,324-57.9% | $10,133-61.3% |