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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 | $145,613 | $107,666+35.2% | $102,184+42.5% | $154,746-5.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.07% | 29.33%-10.3pp | 31.58%-12.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $5,184 | $3,846+34.8% | $3,594+44.3% | $4,379+18.4% |
| Participant deferral / active EE | $20,249 | $8,719+132.2% | $8,309+143.7% | $6,730+200.9% |
| Admin fee / account holder | $6,080 | $12,943-53.0% | $11,609-47.6% | $14,365-57.7% |