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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 | $142,601 | $275,752-48.3% | $256,809-44.5% | $198,609-28.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.35% | 34.81%-19.5pp | 32.73%-17.4pp | 202.70%-187.4pp |
| Employer contribution / active EE | $7,434 | $7,721-3.7% | $7,263+2.4% | $5,055+47.1% |
| Participant deferral / active EE | $22,888 | $10,037+128.0% | $9,520+140.4% | $6,977+228.1% |
| Admin fee / account holder | $35,205 | $25,716+36.9% | $25,146+40.0% | $19,030+85.0% |