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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 | $163,093 | $124,425+31.1% | $112,040+45.6% | $137,256+18.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.78% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $938 | $3,411-72.5% | $2,954-68.2% | $4,156-77.4% |
| Participant deferral / active EE | $3,554 | $5,718-37.9% | $5,098-30.3% | $6,407-44.5% |
| Admin fee / account holder | $5,272 | $15,207-65.3% | $12,098-56.4% | $12,270-57.0% |