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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 | $158,443 | $106,524+48.7% | $152,301+4.0% | $87,485+81.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.37% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,290 | $3,371-32.1% | $4,624-50.5% | $2,596-11.8% |
| Participant deferral / active EE | $7,102 | $6,525+8.8% | $8,004-11.3% | $4,274+66.2% |
| Admin fee / account holder | $7,211 | $8,287-13.0% | $14,398-49.9% | $7,775-7.3% |