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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 | $151,127 | $111,301+35.8% | $112,977+33.8% | $158,966-4.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.11% | 26.40%-11.3pp | 24.24%-9.1pp | 302.95%-287.8pp |
| Employer contribution / active EE | $7,979 | $4,471+78.4% | $4,255+87.5% | $4,762+67.5% |
| Participant deferral / active EE | $6,674 | $5,880+13.5% | $5,836+14.4% | $5,983+11.5% |
| Admin fee / account holder | $16,107 | $8,392+91.9% | $6,294+155.9% | $11,250+43.2% |