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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 | $162,883 | $135,956+19.8% | $123,894+31.5% | $273,972-40.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.80% | 56.63%-43.8pp | 47.52%-34.7pp | 41.46%-28.7pp |
| Employer contribution / active EE | $1,991 | $5,170-61.5% | $4,617-56.9% | $4,869-59.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,368 | $9,817+36.2% | $8,357+60.0% | $10,133+31.9% |