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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 | $179,741 | $115,225+56.0% | $100,712+78.5% | $138,895+29.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.44% | 40.35%-25.9pp | 33.27%-18.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,673 | $2,771+32.5% | $2,313+58.8% | $4,194-12.4% |
| Participant deferral / active EE | $15,156 | $4,699+222.5% | $4,085+271.0% | $6,396+137.0% |
| Admin fee / account holder | $6,142 | $10,844-43.4% | $9,256-33.6% | $12,562-51.1% |