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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 | $159,056 | $165,399-3.8% | $149,745+6.2% | $158,9820% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.02% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $3,076 | $5,105-39.7% | $4,646-33.8% | $4,763-35.4% |
| Participant deferral / active EE | $4,063 | $7,183-43.4% | $6,843-40.6% | $5,983-32.1% |
| Admin fee / account holder | $1,665 | $10,811-84.6% | $9,312-82.1% | $11,252-85.2% |