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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 | $149,512 | $106,588+40.3% | $94,215+58.7% | $155,188-3.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 6.24% | 29.39%-23.2pp | 28.22%-22.0pp | 148.84%-142.6pp |
| Employer contribution / active EE | $3,726 | $3,080+21.0% | $2,675+39.3% | $4,248-12.3% |
| Participant deferral / active EE | $12,077 | $4,802+151.5% | $4,276+182.4% | $6,531+84.9% |
| Admin fee / account holder | $86,961 | $12,281+608.1% | $10,216+751.2% | $14,480+500.6% |