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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 | $154,891 | $124,425+24.5% | $112,040+38.2% | $137,256+12.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.86% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,111 | $3,411-8.8% | $2,954+5.3% | $4,156-25.1% |
| Participant deferral / active EE | $9,625 | $5,718+68.3% | $5,098+88.8% | $6,407+50.2% |
| Admin fee / account holder | $3,755 | $15,207-75.3% | $12,098-69.0% | $12,270-69.4% |