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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 | $148,906 | $102,245+45.6% | $89,340+66.7% | $137,256+8.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.30% | 21.89%-7.6pp | 20.57%-6.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,105 | $2,529+22.8% | $2,231+39.2% | $4,156-25.3% |
| Participant deferral / active EE | $1,973 | $4,436-55.5% | $3,823-48.4% | $6,407-69.2% |
| Admin fee / account holder | $8,607 | $8,085+6.5% | $6,704+28.4% | $12,270-29.9% |