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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 | $199,109-25.1% | $173,730-14.2% | $154,746-3.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 26.77% | 20.02%+6.8pp | 19.96%+6.8pp | 172.34%-145.6pp |
| Employer contribution / active EE | $2,191 | $5,311-58.7% | $4,577-52.1% | $4,379-50.0% |
| Participant deferral / active EE | $2,758 | $7,113-61.2% | $6,326-56.4% | $6,730-59.0% |
| Admin fee / account holder | $31,704 | $20,916+51.6% | $17,523+80.9% | $14,365+120.7% |