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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 | $145,344 | $124,425+16.8% | $112,040+29.7% | $137,256+5.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.97% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,165 | $3,411-65.8% | $2,954-60.6% | $4,156-72.0% |
| Participant deferral / active EE | $8,005 | $5,718+40.0% | $5,098+57.0% | $6,407+24.9% |
| Admin fee / account holder | $19,676 | $15,207+29.4% | $12,098+62.6% | $12,270+60.4% |