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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 | $107,666+35.7% | $102,184+43.0% | $154,746-5.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.22% | 29.33%-10.1pp | 31.58%-12.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,325 | $3,846-39.6% | $3,594-35.3% | $4,379-46.9% |
| Participant deferral / active EE | $21,409 | $8,719+145.5% | $8,309+157.7% | $6,730+218.1% |
| Admin fee / account holder | $15,346 | $12,943+18.6% | $11,609+32.2% | $14,365+6.8% |