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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 | $161,785 | $147,556+9.6% | $129,031+25.4% | $198,609-18.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 15.80% | 37.41%-21.6pp | 34.67%-18.9pp | 202.70%-186.9pp |
| Employer contribution / active EE | $10,403 | $3,645+185.4% | $3,226+222.5% | $5,055+105.8% |
| Participant deferral / active EE | $4,867 | $5,760-15.5% | $5,217-6.7% | $6,977-30.2% |
| Admin fee / account holder | $886 | $15,467-94.3% | $13,208-93.3% | $19,030-95.3% |