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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 | $124,073 | $106,588+16.4% | $94,215+31.7% | $155,188-20.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 13.16% | 29.39%-16.2pp | 28.22%-15.1pp | 148.84%-135.7pp |
| Employer contribution / active EE | $7,739 | $3,080+151.3% | $2,675+189.3% | $4,248+82.2% |
| Participant deferral / active EE | $15,637 | $4,802+225.6% | $4,276+265.7% | $6,531+139.4% |
| Admin fee / account holder | $169,639 | $12,281+1281.3% | $10,216+1560.6% | $14,480+1071.6% |