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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 | $136,340 | $115,225+18.3% | $100,712+35.4% | $138,895-1.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.60% | 40.35%-25.8pp | 33.27%-18.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $19,244 | $2,771+594.4% | $2,313+732.1% | $4,194+358.8% |
| Participant deferral / active EE | $4,247 | $4,699-9.6% | $4,085+4.0% | $6,396-33.6% |
| Admin fee / account holder | $8,475 | $10,844-21.8% | $9,256-8.4% | $12,562-32.5% |