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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 | $142,406 | $95,959+48.4% | $97,411+46.2% | $138,895+2.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 15.69% | 29.30%-13.6pp | 34.72%-19.0pp | 145.39%-129.7pp |
| Employer contribution / active EE | $14,386 | $4,278+236.3% | $4,210+241.7% | $4,194+243.0% |
| Participant deferral / active EE | $37,194 | $5,876+533.0% | $5,886+531.9% | $6,396+481.5% |
| Admin fee / account holder | $40,074 | $7,555+430.4% | $7,145+460.9% | $12,562+219.0% |