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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 | $151,473 | $124,425+21.7% | $112,040+35.2% | $137,256+10.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.34% | 24.72%-13.4pp | 24.52%-13.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,656 | $3,411-22.1% | $2,954-10.1% | $4,156-36.1% |
| Participant deferral / active EE | $9,966 | $5,718+74.3% | $5,098+95.5% | $6,407+55.6% |
| Admin fee / account holder | $124,878 | $15,207+721.2% | $12,098+932.2% | $12,270+917.7% |