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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 | $112,365 | $135,905-17.3% | $126,068-10.9% | $198,609-43.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.66% | 14.07%+5.6pp | 15.01%+4.6pp | 202.70%-183.0pp |
| Employer contribution / active EE | $2,862 | $4,245-32.6% | $3,968-27.9% | $5,055-43.4% |
| Participant deferral / active EE | $6,373 | $8,523-25.2% | $8,214-22.4% | $6,977-8.7% |
| Admin fee / account holder | $3,138 | $21,036-85.1% | $18,264-82.8% | $19,030-83.5% |