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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 | $171,629 | $109,620+56.6% | $148,496+15.6% | $94,015+82.6% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 13.35% | 17.54%-4.2pp | 12.33%+1.0pp | 17.84%-4.5pp |
| Employer contribution / active EE | $2,620 | $2,618+0.1% | $3,497-25.1% | $2,790-6.1% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $667 | $10,050-93.4% | $19,547-96.6% | $8,951-92.5% |