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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 | $159,230 | $118,496+34.4% | $98,461+61.7% | $139,466+14.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.79% | 18.96%-0.2pp | 21.17%-2.4pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,531 | $3,611-57.6% | $3,049-49.8% | $4,754-67.8% |
| Participant deferral / active EE | $2,118 | $5,393-60.7% | $4,738-55.3% | $6,712-68.4% |
| Admin fee / account holder | $1,220 | $14,056-91.3% | $8,961-86.4% | $11,409-89.3% |