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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 | $143,973 | $167,415-14.0% | $140,514+2.5% | $198,609-27.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 11.26% | 13.85%-2.6pp | 14.36%-3.1pp | 202.70%-191.4pp |
| Employer contribution / active EE | $4,287 | $4,088+4.9% | $3,378+26.9% | $5,055-15.2% |
| Participant deferral / active EE | $15,891 | $5,579+184.8% | $4,919+223.1% | $6,977+127.8% |
| Admin fee / account holder | $37,611 | $16,730+124.8% | $13,697+174.6% | $19,030+97.6% |