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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 | $146,473 | $124,980+17.2% | $108,359+35.2% | $154,746-5.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.85% | 45.00%-27.2pp | 36.89%-19.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $11,684 | $2,851+309.9% | $2,399+386.9% | $4,379+166.8% |
| Participant deferral / active EE | $4,115 | $4,743-13.2% | $4,137-0.5% | $6,730-38.9% |
| Admin fee / account holder | $3,834 | $11,502-66.7% | $9,741-60.6% | $14,365-73.3% |