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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 | $111,366 | $126,661-12.1% | $113,397-1.8% | $138,895-19.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.37% | 25.05%-10.7pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,189 | $3,456-36.7% | $2,977-26.5% | $4,194-47.8% |
| Participant deferral / active EE | $13,378 | $5,693+135.0% | $5,076+163.5% | $6,396+109.2% |
| Admin fee / account holder | $17,266 | $14,549+18.7% | $11,957+44.4% | $12,562+37.4% |