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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 | $146,406 | $106,749+37.1% | $145,433+0.7% | $82,448+77.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.42% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,068 | $3,444-10.9% | $4,554-32.6% | $2,551+20.3% |
| Participant deferral / active EE | $8,963 | $6,519+37.5% | $7,897+13.5% | $4,139+116.5% |
| Admin fee / account holder | $11,207 | $8,390+33.6% | $13,129-14.6% | $7,234+54.9% |