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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 | $123,898+14.9% | $116,538+22.2% | $155,188-8.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 15.69% | 16.04%-0.3pp | 17.97%-2.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $14,386 | $4,739+203.6% | $4,541+216.8% | $4,248+238.7% |
| Participant deferral / active EE | $37,194 | $6,400+481.2% | $6,207+499.2% | $6,531+469.5% |
| Admin fee / account holder | $40,074 | $9,174+336.8% | $8,737+358.7% | $14,480+176.8% |