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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 | $148,565 | $124,425+19.4% | $112,040+32.6% | $137,256+8.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.66% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,085 | $3,411+19.7% | $2,954+38.3% | $4,156-1.7% |
| Participant deferral / active EE | $10,658 | $5,718+86.4% | $5,098+109.1% | $6,407+66.3% |
| Admin fee / account holder | $1,590 | $15,207-89.5% | $12,098-86.9% | $12,270-87.0% |