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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 | $156,997 | $107,809+45.6% | $97,032+61.8% | $155,188+1.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.71% | 38.06%-17.4pp | 35.38%-14.7pp | 148.84%-128.1pp |
| Employer contribution / active EE | $4,376 | $2,911+50.3% | $2,629+66.5% | $4,248+3.0% |
| Participant deferral / active EE | $10,238 | $5,129+99.6% | $4,672+119.1% | $6,531+56.7% |
| Admin fee / account holder | $1,422 | $10,717-86.7% | $9,418-84.9% | $14,480-90.2% |