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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 | $157,430 | $93,055+69.2% | $153,741+2.4% | $80,959+94.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.59% | 19.97%-4.4pp | 15.71%-0.1pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,248 | $3,504-7.3% | $5,042-35.6% | $2,757+17.8% |
| Participant deferral / active EE | $10,950 | $5,172+111.7% | $6,757+62.1% | $4,300+154.6% |
| Admin fee / account holder | $7,942 | $8,881-10.6% | $12,749-37.7% | $6,925+14.7% |