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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 | $156,562 | $102,609+52.6% | $98,090+59.6% | $138,895+12.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 13.54% | 36.44%-22.9pp | 37.05%-23.5pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,383 | $3,867-12.5% | $3,606-6.2% | $4,194-19.3% |
| Participant deferral / active EE | $15,293 | $8,167+87.3% | $7,845+94.9% | $6,396+139.1% |
| Admin fee / account holder | $10,023 | $11,434-12.3% | $11,815-15.2% | $12,562-20.2% |