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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 | $112,729+20.9% | $98,716+38.1% | $137,256-0.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.60% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $19,244 | $2,725+606.1% | $2,279+744.6% | $4,156+363.0% |
| Participant deferral / active EE | $4,247 | $4,640-8.5% | $4,048+4.9% | $6,407-33.7% |
| Admin fee / account holder | $8,475 | $10,129-16.3% | $8,703-2.6% | $12,270-30.9% |