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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 | $148,355 | $201,344-26.3% | $184,243-19.5% | $145,877+1.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.86% | 29.01%-9.1pp | 28.82%-9.0pp | 551.28%-531.4pp |
| Employer contribution / active EE | $2,979 | $7,022-57.6% | $6,427-53.6% | $4,663-36.1% |
| Participant deferral / active EE | $13,429 | $9,807+36.9% | $9,132+47.0% | $6,691+100.7% |
| Admin fee / account holder | $1,857 | $16,382-88.7% | $13,914-86.7% | $13,402-86.1% |