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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 | $147,590 | $111,814+32.0% | $103,378+42.8% | $145,978+1.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.84% | 24.80%-10.0pp | 24.91%-10.1pp | 550.52%-535.7pp |
| Employer contribution / active EE | $43,904 | $4,215+941.6% | $3,870+1034.4% | $4,662+841.8% |
| Participant deferral / active EE | $13,979 | $5,618+148.8% | $5,058+176.4% | $6,690+109.0% |
| Admin fee / account holder | $9,012 | $9,764-7.7% | $8,401+7.3% | $13,400-32.7% |