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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 | $158,662 | $115,225+37.7% | $100,712+57.5% | $138,895+14.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.97% | 40.35%-28.4pp | 33.27%-21.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,989 | $2,771+44.0% | $2,313+72.5% | $4,194-4.9% |
| Participant deferral / active EE | $4,784 | $4,699+1.8% | $4,085+17.1% | $6,396-25.2% |
| Admin fee / account holder | $13,617 | $10,844+25.6% | $9,256+47.1% | $12,562+8.4% |