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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 | $143,973 | $124,425+15.7% | $112,040+28.5% | $137,256+4.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.26% | 24.72%-13.5pp | 24.52%-13.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $4,287 | $3,411+25.7% | $2,954+45.1% | $4,156+3.2% |
| Participant deferral / active EE | $15,891 | $5,718+177.9% | $5,098+211.7% | $6,407+148.0% |
| Admin fee / account holder | $37,611 | $15,207+147.3% | $12,098+210.9% | $12,270+206.5% |