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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 | $191,749 | $162,967+17.7% | $135,792+41.2% | $138,895+38.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 11.96% | 30.08%-18.1pp | 25.96%-14.0pp | 145.39%-133.4pp |
| Employer contribution / active EE | $14,312 | $4,211+239.9% | $3,496+309.4% | $4,194+241.2% |
| Participant deferral / active EE | $10,803 | $5,640+91.5% | $4,759+127.0% | $6,396+68.9% |
| Admin fee / account holder | $4,149 | $15,306-72.9% | $12,266-66.2% | $12,562-67.0% |