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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 | $139,769 | $107,809+29.6% | $97,032+44.0% | $155,188-9.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.04% | 38.06%-23.0pp | 35.38%-20.3pp | 148.84%-133.8pp |
| Employer contribution / active EE | $6,891 | $2,911+136.7% | $2,629+162.1% | $4,248+62.2% |
| Participant deferral / active EE | $27,000 | $5,129+426.4% | $4,672+477.9% | $6,531+313.4% |
| Admin fee / account holder | $2,239 | $10,717-79.1% | $9,418-76.2% | $14,480-84.5% |