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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 | $162,037 | $215,361-24.8% | $171,082-5.3% | $273,972-40.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 12.48% | 25.14%-12.7pp | 32.56%-20.1pp | 41.46%-29.0pp |
| Employer contribution / active EE | $1,190 | $4,967-76.0% | $4,002-70.3% | $4,869-75.6% |
| Participant deferral / active EE | $5,150 | $5,543-7.1% | $4,797+7.4% | $5,287-2.6% |
| Admin fee / account holder | $4,895 | $10,846-54.9% | $8,520-42.5% | $10,133-51.7% |