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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 | $157,723 | $106,864+47.6% | $147,318+7.1% | $82,637+90.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.44% | 27.49%-12.1pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,588 | $3,417-24.2% | $4,593-43.6% | $2,552+1.4% |
| Participant deferral / active EE | $11,510 | $6,496+77.2% | $7,906+45.6% | $4,126+179.0% |
| Admin fee / account holder | $23,708 | $8,415+181.7% | $13,708+73.0% | $7,339+223.0% |