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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 | $144,371 | $106,864+35.1% | $147,318-2.0% | $82,637+74.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.46% | 27.49%-11.0pp | 70.43%-54.0pp | 53.51%-37.0pp |
| Employer contribution / active EE | $3,728 | $3,417+9.1% | $4,593-18.8% | $2,552+46.1% |
| Participant deferral / active EE | $6,044 | $6,496-6.9% | $7,906-23.6% | $4,126+46.5% |
| Admin fee / account holder | $1,644 | $8,415-80.5% | $13,708-88.0% | $7,339-77.6% |