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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 | $199,914 | $254,759-21.5% | $216,567-7.7% | $198,609+0.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.76% | 10.04%+5.7pp | 12.94%+2.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $2,276 | $6,096-62.7% | $5,216-56.4% | $5,055-55.0% |
| Participant deferral / active EE | $5,467 | $6,948-21.3% | $6,191-11.7% | $6,977-21.6% |
| Admin fee / account holder | $8,672 | $26,311-67.0% | $21,981-60.5% | $19,030-54.4% |