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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 | $126,661+14.8% | $113,397+28.2% | $138,895+4.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.97% | 25.05%-11.1pp | 23.20%-9.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,165 | $3,456-66.3% | $2,977-60.9% | $4,194-72.2% |
| Participant deferral / active EE | $8,005 | $5,693+40.6% | $5,076+57.7% | $6,396+25.2% |
| Admin fee / account holder | $19,676 | $14,549+35.2% | $11,957+64.6% | $12,562+56.6% |