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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 | $148,277 | $177,595-16.5% | $148,496-0.1% | $198,609-25.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 11.40% | 9.97%+1.4pp | 12.33%-0.9pp | 202.70%-191.3pp |
| Employer contribution / active EE | $4,508 | $4,098+10.0% | $3,497+28.9% | $5,055-10.8% |
| Participant deferral / active EE | $7,450 | $5,539+34.5% | $4,808+54.9% | $6,977+6.8% |
| Admin fee / account holder | $2,690 | $27,010-90.0% | $19,547-86.2% | $19,030-85.9% |