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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 | $146,436 | $100,970+45.0% | $96,576+51.6% | $137,256+6.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.73% | 38.16%-20.4pp | 38.47%-20.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $20,997 | $3,809+451.2% | $3,553+490.9% | $4,156+405.2% |
| Participant deferral / active EE | $17,195 | $8,286+107.5% | $7,956+116.1% | $6,407+168.4% |
| Admin fee / account holder | $5,266 | $11,312-53.5% | $11,381-53.7% | $12,270-57.1% |