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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 | $148,315 | $201,344-26.3% | $184,243-19.5% | $145,877+1.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.98% | 29.01%-5.0pp | 28.82%-4.8pp | 551.28%-527.3pp |
| Employer contribution / active EE | $4,132 | $7,022-41.2% | $6,427-35.7% | $4,663-11.4% |
| Participant deferral / active EE | $20,074 | $9,807+104.7% | $9,132+119.8% | $6,691+200.0% |
| Admin fee / account holder | $2,736 | $16,382-83.3% | $13,914-80.3% | $13,402-79.6% |