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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 | $136,075 | $212,777-36.0% | $173,703-21.7% | $198,609-31.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 6.41% | 18.82%-12.4pp | 17.46%-11.0pp | 202.70%-196.3pp |
| Employer contribution / active EE | $5,904 | $5,214+13.2% | $4,288+37.7% | $5,055+16.8% |
| Participant deferral / active EE | $11,526 | $5,697+102.3% | $4,854+137.4% | $6,977+65.2% |
| Admin fee / account holder | $70,285 | $19,536+259.8% | $15,562+351.6% | $19,030+269.3% |