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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 | $183,508 | $106,974+71.5% | $90,796+102.1% | $138,895+32.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 14.36% | 20.10%-5.7pp | 19.29%-4.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $413 | $2,609-84.2% | $2,294-82.0% | $4,194-90.2% |
| Participant deferral / active EE | $11,713 | $4,455+162.9% | $3,822+206.5% | $6,396+83.1% |
| Admin fee / account holder | $9,947 | $8,626+15.3% | $7,024+41.6% | $12,562-20.8% |