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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 | $149,299 | $107,809+38.5% | $97,032+53.9% | $155,188-3.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 10.18% | 38.06%-27.9pp | 35.38%-25.2pp | 148.84%-138.7pp |
| Employer contribution / active EE | $4,147 | $2,911+42.5% | $2,629+57.7% | $4,248-2.4% |
| Participant deferral / active EE | $14,628 | $5,129+185.2% | $4,672+213.1% | $6,531+124.0% |
| Admin fee / account holder | $1,008 | $10,717-90.6% | $9,418-89.3% | $14,480-93.0% |