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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 | $156,288 | $107,733+45.1% | $92,985+68.1% | $154,746+1.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 9.26% | 30.39%-21.1pp | 27.99%-18.7pp | 172.34%-163.1pp |
| Employer contribution / active EE | $14,875 | $3,126+375.8% | $2,662+458.8% | $4,379+239.7% |
| Participant deferral / active EE | $8,438 | $5,053+67.0% | $4,377+92.8% | $6,730+25.4% |
| Admin fee / account holder | $2,035 | $11,369-82.1% | $9,463-78.5% | $14,365-85.8% |