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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 | $143,797 | $149,679-3.9% | $117,039+22.9% | $147,586-2.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.76% | 19.31%+0.4pp | 18.95%+0.8pp | 578.59%-558.8pp |
| Employer contribution / active EE | $11,087 | $4,937+124.6% | $3,785+192.9% | $4,876+127.4% |
| Participant deferral / active EE | $4,895 | $4,912-0.3% | $3,929+24.6% | $5,439-10.0% |
| Admin fee / account holder | $4,206 | $7,856-46.5% | $5,974-29.6% | $10,886-61.4% |