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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 | $153,861 | $111,814+37.6% | $103,378+48.8% | $145,978+5.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.49% | 24.80%-6.3pp | 24.91%-6.4pp | 550.52%-532.0pp |
| Employer contribution / active EE | $3,234 | $4,215-23.3% | $3,870-16.4% | $4,662-30.6% |
| Participant deferral / active EE | $12,403 | $5,618+120.8% | $5,058+145.2% | $6,690+85.4% |
| Admin fee / account holder | $21,727 | $9,764+122.5% | $8,401+158.6% | $13,400+62.1% |