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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 | $230,287 | $177,156+30.0% | $147,027+56.6% | $154,746+48.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.84% | 21.94%-7.1pp | 20.23%-5.4pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,960 | $4,336-8.7% | $3,626+9.2% | $4,379-9.6% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $17,533 | $14,904+17.6% | $12,223+43.4% | $14,365+22.1% |