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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 | $148,029 | $115,225+28.5% | $100,712+47.0% | $138,895+6.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 16.68% | 40.35%-23.7pp | 33.27%-16.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $11,917 | $2,771+330.0% | $2,313+415.3% | $4,194+184.1% |
| Participant deferral / active EE | $9,170 | $4,699+95.1% | $4,085+124.5% | $6,396+43.4% |
| Admin fee / account holder | $686 | $10,844-93.7% | $9,256-92.6% | $12,562-94.5% |