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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 | $143,965 | $102,609+40.3% | $98,090+46.8% | $138,895+3.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.53% | 36.44%-21.9pp | 37.05%-22.5pp | 145.39%-130.9pp |
| Employer contribution / active EE | $13,770 | $3,867+256.1% | $3,606+281.8% | $4,194+228.3% |
| Participant deferral / active EE | $2,945 | $8,167-63.9% | $7,845-62.5% | $6,396-54.0% |
| Admin fee / account holder | $3,750 | $11,434-67.2% | $11,815-68.3% | $12,562-70.1% |