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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 | $163,274 | $81,358+100.7% | $155,556+5.0% | $80,959+101.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.16% | 33.39%-21.2pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $3,186 | $3,106+2.6% | $4,675-31.9% | $2,757+15.6% |
| Participant deferral / active EE | $14,915 | $3,455+331.6% | $5,631+164.9% | $4,300+246.8% |
| Admin fee / account holder | $7,394 | $7,994-7.5% | $15,885-53.5% | $6,925+6.8% |