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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 | $179,175 | $114,119+57.0% | $107,187+67.2% | $138,895+29.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.11% | 273.21%-259.1pp | 204.55%-190.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $4,351 | $4,059+7.2% | $3,782+15.0% | $4,194+3.7% |
| Participant deferral / active EE | $9,031 | $5,538+63.1% | $5,096+77.2% | $6,396+41.2% |
| Admin fee / account holder | $12,765 | $10,024+27.4% | $9,162+39.3% | $12,562+1.6% |