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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 | $154,318 | $106,864+44.4% | $147,318+4.8% | $82,637+86.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.73% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,372 | $3,417-30.6% | $4,593-48.4% | $2,552-7.1% |
| Participant deferral / active EE | $8,278 | $6,496+27.4% | $7,906+4.7% | $4,126+100.6% |
| Admin fee / account holder | $3,467 | $8,415-58.8% | $13,708-74.7% | $7,339-52.8% |