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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 | $123,155+28.8% | $108,753+45.9% | $155,188+2.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.97% | 44.73%-32.8pp | 37.47%-25.5pp | 148.84%-136.9pp |
| Employer contribution / active EE | $3,989 | $2,811+41.9% | $2,427+64.4% | $4,248-6.1% |
| Participant deferral / active EE | $4,784 | $4,623+3.5% | $4,115+16.3% | $6,531-26.8% |
| Admin fee / account holder | $13,617 | $12,126+12.3% | $10,320+32.0% | $14,480-6.0% |