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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 | $149,755 | $139,948+7.0% | $121,663+23.1% | $154,746-3.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.54% | 230.52%-216.0pp | 147.54%-133.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $5,264 | $3,521+49.5% | $3,020+74.3% | $4,379+20.2% |
| Participant deferral / active EE | $10,390 | $5,629+84.6% | $4,887+112.6% | $6,730+54.4% |
| Admin fee / account holder | $6,088 | $17,321-64.8% | $14,289-57.4% | $14,365-57.6% |