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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 | $150,751 | $212,386-29.0% | $199,883-24.6% | $138,895+8.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.19% | 47.75%-28.6pp | 43.81%-24.6pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,697 | $6,625-44.2% | $6,261-41.0% | $4,194-11.9% |
| Participant deferral / active EE | $10,995 | $9,617+14.3% | $9,138+20.3% | $6,396+71.9% |
| Admin fee / account holder | $2,257 | $18,233-87.6% | $17,268-86.9% | $12,562-82.0% |