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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 | $159,660 | $107,809+48.1% | $97,032+64.5% | $155,188+2.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.45% | 38.06%-17.6pp | 35.38%-14.9pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,814 | $2,911-3.3% | $2,629+7.0% | $4,248-33.8% |
| Participant deferral / active EE | $12,332 | $5,129+140.4% | $4,672+163.9% | $6,531+88.8% |
| Admin fee / account holder | $32,015 | $10,717+198.7% | $9,418+239.9% | $14,480+121.1% |