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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 | $165,390 | $107,809+53.4% | $97,032+70.4% | $155,188+6.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.34% | 38.06%-23.7pp | 35.38%-21.0pp | 148.84%-134.5pp |
| Employer contribution / active EE | $3,610 | $2,911+24.0% | $2,629+37.3% | $4,248-15.0% |
| Participant deferral / active EE | $5,375 | $5,129+4.8% | $4,672+15.0% | $6,531-17.7% |
| Admin fee / account holder | $1,540 | $10,717-85.6% | $9,418-83.6% | $14,480-89.4% |