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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 | $166,944 | $106,524+56.7% | $152,301+9.6% | $87,485+90.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.14% | 26.89%-9.7pp | 80.50%-63.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $5,024 | $3,371+49.0% | $4,624+8.6% | $2,596+93.5% |
| Participant deferral / active EE | $12,161 | $6,525+86.4% | $8,004+51.9% | $4,274+184.6% |
| Admin fee / account holder | $3,265 | $8,287-60.6% | $14,398-77.3% | $7,775-58.0% |