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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 | $141,868 | $102,828+38.0% | $105,387+34.6% | $152,909-7.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.45% | 20.85%+0.6pp | 26.82%-5.4pp | 345.46%-324.0pp |
| Employer contribution / active EE | $5,374 | $4,473+20.1% | $4,213+27.5% | $4,764+12.8% |
| Participant deferral / active EE | $6,549 | $5,465+19.8% | $5,502+19.0% | $5,851+11.9% |
| Admin fee / account holder | $4,081 | $8,683-53.0% | $6,559-37.8% | $11,601-64.8% |