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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 | $144,690 | $124,425+16.3% | $112,040+29.1% | $137,256+5.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.77% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $7,364 | $3,411+115.9% | $2,954+149.3% | $4,156+77.2% |
| Participant deferral / active EE | $16,816 | $5,718+194.1% | $5,098+229.9% | $6,407+162.5% |
| Admin fee / account holder | $15,554 | $15,207+2.3% | $12,098+28.6% | $12,270+26.8% |