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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 | $112,551 | $135,905-17.2% | $126,068-10.7% | $198,609-43.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 21.02% | 14.07%+7.0pp | 15.01%+6.0pp | 202.70%-181.7pp |
| Employer contribution / active EE | $3,573 | $4,245-15.8% | $3,968-10.0% | $5,055-29.3% |
| Participant deferral / active EE | $9,572 | $8,523+12.3% | $8,214+16.5% | $6,977+37.2% |
| Admin fee / account holder | $3,044 | $21,036-85.5% | $18,264-83.3% | $19,030-84.0% |