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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 | $152,843 | $157,296-2.8% | $141,191+8.3% | $152,8970% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.87% | 64.34%-46.5pp | 71.41%-53.5pp | 345.43%-327.6pp |
| Employer contribution / active EE | $3,457 | $5,262-34.3% | $4,736-27.0% | $4,764-27.4% |
| Participant deferral / active EE | $10,782 | $7,111+51.6% | $6,710+60.7% | $5,851+84.3% |
| Admin fee / account holder | $7,786 | $12,125-35.8% | $10,264-24.1% | $11,599-32.9% |