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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 | $155,730 | $106,864+45.7% | $147,318+5.7% | $82,637+88.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.00% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,681 | $3,417-21.5% | $4,593-41.6% | $2,552+5.1% |
| Participant deferral / active EE | $7,260 | $6,496+11.8% | $7,906-8.2% | $4,126+76.0% |
| Admin fee / account holder | $1,148 | $8,415-86.4% | $13,708-91.6% | $7,339-84.4% |