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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 | $133,344 | $97,289+37.1% | $92,805+43.7% | $155,188-14.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 13.49% | 29.03%-15.5pp | 31.59%-18.1pp | 148.84%-135.3pp |
| Employer contribution / active EE | $2,238 | $3,632-38.4% | $3,424-34.6% | $4,248-47.3% |
| Participant deferral / active EE | $12,504 | $8,795+42.2% | $8,448+48.0% | $6,531+91.5% |
| Admin fee / account holder | $35,510 | $12,015+195.6% | $10,911+225.5% | $14,480+145.2% |