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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 | $100,970+44.2% | $96,576+50.8% | $137,256+6.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.07% | 38.16%-19.1pp | 38.47%-19.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $5,184 | $3,809+36.1% | $3,553+45.9% | $4,156+24.7% |
| Participant deferral / active EE | $20,249 | $8,286+144.4% | $7,956+154.5% | $6,407+216.1% |
| Admin fee / account holder | $6,080 | $11,312-46.3% | $11,381-46.6% | $12,270-50.4% |