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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 | $102,609+14.5% | $98,090+19.7% | $138,895-15.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 25.48% | 36.44%-11.0pp | 37.05%-11.6pp | 145.39%-119.9pp |
| Employer contribution / active EE | $33,157 | $3,867+757.4% | $3,606+819.4% | $4,194+690.5% |
| Participant deferral / active EE | $16,540 | $8,167+102.5% | $7,845+110.8% | $6,396+158.6% |
| Admin fee / account holder | $9,422 | $11,434-17.6% | $11,815-20.3% | $12,562-25.0% |