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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 | $146,094 | $114,119+28.0% | $107,187+36.3% | $138,895+5.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.40% | 273.21%-256.8pp | 204.55%-188.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $9,478 | $4,059+133.5% | $3,782+150.6% | $4,194+126.0% |
| Participant deferral / active EE | $9,282 | $5,538+67.6% | $5,096+82.1% | $6,396+45.1% |
| Admin fee / account holder | $7,552 | $10,024-24.7% | $9,162-17.6% | $12,562-39.9% |