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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 | $119,544 | $210,510-43.2% | $153,500-22.1% | $145,877-18.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.97% | 13.45%+2.5pp | 15.70%+0.3pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,040 | $6,052-66.3% | $5,039-59.5% | $4,663-56.3% |
| Participant deferral / active EE | $4,371 | $7,974-45.2% | $6,756-35.3% | $6,691-34.7% |
| Admin fee / account holder | $1,269 | $19,455-93.5% | $12,736-90.0% | $13,402-90.5% |