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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 | $147,971 | $254,759-41.9% | $216,567-31.7% | $198,609-25.5% |
| Participation rate | 93.3% | 84.5%+8.8pp | 81.6%+11.7pp | 82.4%+11.0pp |
| Annual return | 8.48% | 10.04%-1.6pp | 12.94%-4.5pp | 202.70%-194.2pp |
| Employer contribution / active EE | $6,667 | $6,096+9.4% | $5,216+27.8% | $5,055+31.9% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,517 | $26,311-94.2% | $21,981-93.1% | $19,030-92.0% |