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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 | $149,039 | $254,759-41.5% | $216,567-31.2% | $198,609-25.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 26.77% | 10.04%+16.7pp | 12.94%+13.8pp | 202.70%-175.9pp |
| Employer contribution / active EE | $2,191 | $6,096-64.1% | $5,216-58.0% | $5,055-56.7% |
| Participant deferral / active EE | $2,758 | $6,948-60.3% | $6,191-55.4% | $6,977-60.5% |
| Admin fee / account holder | $31,704 | $26,311+20.5% | $21,981+44.2% | $19,030+66.6% |