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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 | $117,449 | $97,289+20.7% | $92,805+26.6% | $155,188-24.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 25.48% | 29.03%-3.5pp | 31.59%-6.1pp | 148.84%-123.4pp |
| Employer contribution / active EE | $33,157 | $3,632+812.9% | $3,424+868.3% | $4,248+680.6% |
| Participant deferral / active EE | $16,540 | $8,795+88.1% | $8,448+95.8% | $6,531+153.2% |
| Admin fee / account holder | $9,422 | $12,015-21.6% | $10,911-13.6% | $14,480-34.9% |