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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 | $149,620 | $124,425+20.2% | $112,040+33.5% | $137,256+9.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.07% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $7,533 | $3,411+120.8% | $2,954+155.0% | $4,156+81.3% |
| Participant deferral / active EE | $5,135 | $5,718-10.2% | $5,098+0.7% | $6,407-19.9% |
| Admin fee / account holder | $19,583 | $15,207+28.8% | $12,098+61.9% | $12,270+59.6% |