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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 | $146,097 | $114,119+28.0% | $107,187+36.3% | $138,895+5.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.40% | 273.21%-258.8pp | 204.55%-190.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $4,491 | $4,059+10.6% | $3,782+18.7% | $4,194+7.1% |
| Participant deferral / active EE | $6,772 | $5,538+22.3% | $5,096+32.9% | $6,396+5.9% |
| Admin fee / account holder | $11,494 | $10,024+14.7% | $9,162+25.4% | $12,562-8.5% |