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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 | $141,691 | $110,303+28.5% | $95,759+48.0% | $139,487+1.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.19% | 27.19%-17.0pp | 28.42%-18.2pp | 373.84%-363.7pp |
| Employer contribution / active EE | $25,036 | $3,261+667.8% | $2,836+782.7% | $4,755+426.5% |
| Participant deferral / active EE | $3,880 | $4,674-17.0% | $4,244-8.6% | $6,713-42.2% |
| Admin fee / account holder | $10,391 | $6,615+57.1% | $5,678+83.0% | $11,407-8.9% |