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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 | $156,348 | $88,996+75.7% | $78,004+100.4% | $138,895+12.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 0.00% | 28.03%-28.0pp | 31.07%-31.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $3,177 | $2,917+8.9% | $2,469+28.7% | $4,194-24.3% |
| Participant deferral / active EE | $5,354 | $4,724+13.3% | $4,092+30.9% | $6,396-16.3% |
| Admin fee / account holder | $444 | $8,807-95.0% | $7,578-94.1% | $12,562-96.5% |