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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 | $150,509 | $104,251+44.4% | $91,004+65.4% | $147,586+2.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.48% | 27.06%-13.6pp | 4.60%+8.9pp | 578.59%-565.1pp |
| Employer contribution / active EE | $3,111 | $3,116-0.1% | $2,456+26.7% | $4,876-36.2% |
| Participant deferral / active EE | $4,546 | $4,195+8.4% | $3,548+28.1% | $5,439-16.4% |
| Admin fee / account holder | $1,197 | $8,948-86.6% | $5,417-77.9% | $10,886-89.0% |