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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 | $135,905+7.1% | $126,068+15.5% | $198,609-26.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.07% | 14.07%+5.0pp | 15.01%+4.1pp | 202.70%-183.6pp |
| Employer contribution / active EE | $5,184 | $4,245+22.1% | $3,968+30.6% | $5,055+2.5% |
| Participant deferral / active EE | $20,249 | $8,523+137.6% | $8,214+146.5% | $6,977+190.2% |
| Admin fee / account holder | $6,080 | $21,036-71.1% | $18,264-66.7% | $19,030-68.1% |