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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 | $236,619 | $161,352+46.6% | $134,172+76.4% | $137,256+72.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.77% | 28.72%-15.9pp | 25.30%-12.5pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,753 | $4,099-8.4% | $3,420+9.7% | $4,156-9.7% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,135 | $15,028-85.8% | $12,016-82.2% | $12,270-82.6% |