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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 | $107,666+36.0% | $102,184+43.3% | $154,746-5.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.73% | 29.33%-11.6pp | 31.58%-13.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $20,997 | $3,846+445.9% | $3,594+484.3% | $4,379+379.5% |
| Participant deferral / active EE | $17,195 | $8,719+97.2% | $8,309+106.9% | $6,730+155.5% |
| Admin fee / account holder | $5,266 | $12,943-59.3% | $11,609-54.6% | $14,365-63.3% |