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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 | $135,300 | $176,838-23.5% | $146,685-7.8% | $167,518-19.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.02% | 24.04%-2.0pp | 22.75%-0.7pp | 478.71%-456.7pp |
| Employer contribution / active EE | $1,876 | $5,161-63.7% | $4,137-54.7% | $4,838-61.2% |
| Participant deferral / active EE | $6,686 | $6,441+3.8% | $5,507+21.4% | $6,342+5.4% |
| Admin fee / account holder | $1,111 | $13,262-91.6% | $10,281-89.2% | $12,312-91.0% |