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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 | $176,379 | $95,959+83.8% | $97,411+81.1% | $138,895+27.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 15.03% | 29.30%-14.3pp | 34.72%-19.7pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,412 | $4,278-43.6% | $4,210-42.7% | $4,194-42.5% |
| Participant deferral / active EE | $2,792 | $5,876-52.5% | $5,886-52.6% | $6,396-56.3% |
| Admin fee / account holder | $5,647 | $7,555-25.3% | $7,145-21.0% | $12,562-55.0% |