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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 | $148,106 | $115,225+28.5% | $100,712+47.1% | $138,895+6.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.22% | 40.35%-26.1pp | 33.27%-19.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,266 | $2,771-54.3% | $2,313-45.3% | $4,194-69.8% |
| Participant deferral / active EE | $11,558 | $4,699+146.0% | $4,085+182.9% | $6,396+80.7% |
| Admin fee / account holder | $25,080 | $10,844+131.3% | $9,256+170.9% | $12,562+99.6% |