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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 | $153,589 | $113,338+35.5% | $94,993+61.7% | $147,586+4.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 18.19% | 20.80%-2.6pp | 27.14%-9.0pp | 578.59%-560.4pp |
| Employer contribution / active EE | $3,272 | $3,160+3.5% | $2,603+25.7% | $4,876-32.9% |
| Participant deferral / active EE | $650 | $3,777-82.8% | $3,317-80.4% | $5,439-88.0% |
| Admin fee / account holder | $4,229 | $6,063-30.2% | $4,960-14.7% | $10,886-61.1% |