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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 | $125,649 | $124,425+1.0% | $112,040+12.1% | $137,256-8.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.91% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $6,565 | $3,411+92.4% | $2,954+122.2% | $4,156+58.0% |
| Participant deferral / active EE | $7,288 | $5,718+27.4% | $5,098+43.0% | $6,407+13.8% |
| Admin fee / account holder | $22,402 | $15,207+47.3% | $12,098+85.2% | $12,270+82.6% |