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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 | $181,232 | $254,759-28.9% | $216,567-16.3% | $198,609-8.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.73% | 10.04%-5.3pp | 12.94%-8.2pp | 202.70%-198.0pp |
| Employer contribution / active EE | $3,043 | $6,096-50.1% | $5,216-41.7% | $5,055-39.8% |
| Participant deferral / active EE | $23,000 | $6,948+231.0% | $6,191+271.5% | $6,977+229.7% |
| Admin fee / account holder | $9,090 | $26,311-65.5% | $21,981-58.6% | $19,030-52.2% |