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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 | $159,585 | $115,225+38.5% | $100,712+58.5% | $138,895+14.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.82% | 40.35%-21.5pp | 33.27%-14.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $6,272 | $2,771+126.3% | $2,313+171.2% | $4,194+49.5% |
| Participant deferral / active EE | $5,912 | $4,699+25.8% | $4,085+44.7% | $6,396-7.6% |
| Admin fee / account holder | $10,028 | $10,844-7.5% | $9,256+8.3% | $12,562-20.2% |