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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 | $197,481 | $127,387+55.0% | $115,038+71.7% | $125,389+57.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.28% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $5,937 | $5,166+14.9% | $4,608+28.9% | $4,866+22.0% |
| Participant deferral / active EE | $6,930 | $6,423+7.9% | $6,026+15.0% | $5,352+29.5% |
| Admin fee / account holder | $4,070 | $9,516-57.2% | $8,175-50.2% | $9,541-57.3% |