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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 | $153,264 | $123,898+23.7% | $116,538+31.5% | $155,188-1.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 14.65% | 16.04%-1.4pp | 17.97%-3.3pp | 148.84%-134.2pp |
| Employer contribution / active EE | $11,275 | $4,739+137.9% | $4,541+148.3% | $4,248+165.4% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,926 | $9,174+182.6% | $8,737+196.7% | $14,480+79.0% |