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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 | $145,171 | $104,251+39.3% | $91,004+59.5% | $147,585-1.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.76% | 27.06%-10.3pp | 4.60%+12.2pp | 578.58%-561.8pp |
| Employer contribution / active EE | $8,392 | $3,116+169.4% | $2,456+241.7% | $4,876+72.1% |
| Participant deferral / active EE | $4,902 | $4,195+16.8% | $3,548+38.2% | $5,439-9.9% |
| Admin fee / account holder | $1,204 | $8,948-86.5% | $5,417-77.8% | $10,886-88.9% |