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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 | $152,711 | $199,109-23.3% | $173,730-12.1% | $154,746-1.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 21.88% | 20.02%+1.9pp | 19.96%+1.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,894 | $5,311-45.5% | $4,577-36.8% | $4,379-33.9% |
| Participant deferral / active EE | $5,171 | $7,113-27.3% | $6,326-18.3% | $6,730-23.2% |
| Admin fee / account holder | $1,776 | $20,916-91.5% | $17,523-89.9% | $14,365-87.6% |