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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 | $150,836 | $140,592+7.3% | $123,106+22.5% | $125,388+20.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.53% | 16.80%-16.3pp | 13.22%-12.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $6,482 | $6,041+7.3% | $5,151+25.8% | $4,866+33.2% |
| Participant deferral / active EE | $8,327 | $6,980+19.3% | $6,229+33.7% | $5,352+55.6% |
| Admin fee / account holder | $5,002 | $11,198-55.3% | $9,015-44.5% | $9,541-47.6% |