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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 | $186,573 | $254,759-26.8% | $216,567-13.8% | $198,609-6.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.40% | 10.04%+7.4pp | 12.94%+4.5pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,351 | $6,096-61.4% | $5,216-54.9% | $5,055-53.5% |
| Participant deferral / active EE | $15,250 | $6,948+119.5% | $6,191+146.3% | $6,977+118.6% |
| Admin fee / account holder | $1,704 | $26,311-93.5% | $21,981-92.2% | $19,030-91.0% |