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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 | $126,661+14.2% | $113,397+27.6% | $138,895+4.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.77% | 25.05%-11.3pp | 23.20%-9.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $7,364 | $3,456+113.1% | $2,977+147.3% | $4,194+75.6% |
| Participant deferral / active EE | $16,816 | $5,693+195.4% | $5,076+231.3% | $6,396+162.9% |
| Admin fee / account holder | $15,554 | $14,549+6.9% | $11,957+30.1% | $12,562+23.8% |