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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 | $146,138 | $100,970+44.7% | $96,576+51.3% | $137,256+6.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.22% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,325 | $3,809-39.0% | $3,553-34.6% | $4,156-44.1% |
| Participant deferral / active EE | $21,409 | $8,286+158.4% | $7,956+169.1% | $6,407+234.2% |
| Admin fee / account holder | $15,346 | $11,312+35.7% | $11,381+34.8% | $12,270+25.1% |