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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 | $102,609+41.9% | $98,090+48.4% | $138,895+4.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.07% | 36.44%-17.4pp | 37.05%-18.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $5,184 | $3,867+34.0% | $3,606+43.7% | $4,194+23.6% |
| Participant deferral / active EE | $20,249 | $8,167+147.9% | $7,845+158.1% | $6,396+216.6% |
| Admin fee / account holder | $6,080 | $11,434-46.8% | $11,815-48.5% | $12,562-51.6% |