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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 | $136,860+10.7% | $120,344+25.9% | $154,746-2.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.34% | 21.38%-10.0pp | 20.30%-9.0pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,656 | $3,533-24.8% | $3,020-12.1% | $4,379-39.4% |
| Participant deferral / active EE | $9,966 | $5,793+72.0% | $5,135+94.1% | $6,730+48.1% |
| Admin fee / account holder | $124,878 | $15,393+711.3% | $12,742+880.1% | $14,365+769.3% |