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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 | $143,976 | $107,733+33.6% | $92,985+54.8% | $154,746-7.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 16.71% | 30.39%-13.7pp | 27.99%-11.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $17,903 | $3,126+472.6% | $2,662+572.5% | $4,379+308.8% |
| Participant deferral / active EE | $9,672 | $5,053+91.4% | $4,377+121.0% | $6,730+43.7% |
| Admin fee / account holder | $5,386 | $11,369-52.6% | $9,463-43.1% | $14,365-62.5% |