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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 | $148,565 | $111,301+33.5% | $112,977+31.5% | $158,966-6.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 13.30% | 26.40%-13.1pp | 24.24%-10.9pp | 302.95%-289.7pp |
| Employer contribution / active EE | $7,594 | $4,471+69.8% | $4,255+78.5% | $4,762+59.4% |
| Participant deferral / active EE | $6,057 | $5,880+3.0% | $5,836+3.8% | $5,983+1.2% |
| Admin fee / account holder | $3,767 | $8,392-55.1% | $6,294-40.1% | $11,250-66.5% |