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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 | $155,431 | $87,733+77.2% | $106,551+45.9% | $85,856+81.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 17.66% | 21.86%-4.2pp | 26.80%-9.1pp | 318.58%-300.9pp |
| Employer contribution / active EE | $2,081 | $2,073+0.4% | $2,819-26.2% | $2,565-18.9% |
| Participant deferral / active EE | $5,120 | $3,469+47.6% | $4,398+16.4% | $3,952+29.5% |
| Admin fee / account holder | $4,185 | $6,767-38.2% | $7,408-43.5% | $6,261-33.2% |