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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 | $132,527 | $161,352-17.9% | $134,172-1.2% | $137,256-3.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.21% | 28.72%-15.5pp | 25.30%-12.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,046 | $4,099-1.3% | $3,420+18.3% | $4,156-2.7% |
| Participant deferral / active EE | $9,191 | $5,552+65.5% | $4,690+96.0% | $6,407+43.5% |
| Admin fee / account holder | $2,083 | $15,028-86.1% | $12,016-82.7% | $12,270-83.0% |