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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 | $170,546 | $127,387+33.9% | $115,038+48.3% | $125,389+36.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.23% | 31.28%-29.1pp | 26.14%-23.9pp | 282.24%-280.0pp |
| Employer contribution / active EE | $2,523 | $5,166-51.2% | $4,608-45.2% | $4,866-48.1% |
| Participant deferral / active EE | $5,057 | $6,423-21.3% | $6,026-16.1% | $5,352-5.5% |
| Admin fee / account holder | $1,173 | $9,516-87.7% | $8,175-85.7% | $9,541-87.7% |