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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 | $153,092 | $135,905+12.6% | $126,068+21.4% | $198,609-22.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 13.94% | 14.07%-0.1pp | 15.01%-1.1pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,222 | $4,245-71.2% | $3,968-69.2% | $5,055-75.8% |
| Participant deferral / active EE | $9,300 | $8,523+9.1% | $8,214+13.2% | $6,977+33.3% |
| Admin fee / account holder | $8,076 | $21,036-61.6% | $18,264-55.8% | $19,030-57.6% |