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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 | $151,309 | $139,948+8.1% | $121,663+24.4% | $154,746-2.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.80% | 230.52%-215.7pp | 147.54%-132.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $984 | $3,521-72.1% | $3,020-67.4% | $4,379-77.5% |
| Participant deferral / active EE | $4,159 | $5,629-26.1% | $4,887-14.9% | $6,730-38.2% |
| Admin fee / account holder | $17,171 | $17,321-0.9% | $14,289+20.2% | $14,365+19.5% |