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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 | $145,291 | $124,425+16.8% | $112,040+29.7% | $137,256+5.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.56% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,000 | $3,411+105.2% | $2,954+137.0% | $4,156+68.4% |
| Participant deferral / active EE | $6,103 | $5,718+6.7% | $5,098+19.7% | $6,407-4.7% |
| Admin fee / account holder | $15,097 | $15,207-0.7% | $12,098+24.8% | $12,270+23.0% |