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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 | $150,895 | $114,712+31.5% | $173,730-13.1% | $87,485+72.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 12.15% | 20.18%-8.0pp | 19.96%-7.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $5,411 | $2,904+86.3% | $4,577+18.2% | $2,596+108.4% |
| Participant deferral / active EE | $11,228 | $4,642+141.9% | $6,326+77.5% | $4,274+162.7% |
| Admin fee / account holder | $2,611 | $10,210-74.4% | $17,523-85.1% | $7,775-66.4% |