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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 | $147,755 | $102,609+44.0% | $98,090+50.6% | $138,895+6.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 13.13% | 36.44%-23.3pp | 37.05%-23.9pp | 145.39%-132.3pp |
| Employer contribution / active EE | $4,561 | $3,867+18.0% | $3,606+26.5% | $4,194+8.8% |
| Participant deferral / active EE | $11,972 | $8,167+46.6% | $7,845+52.6% | $6,396+87.2% |
| Admin fee / account holder | $46,018 | $11,434+302.5% | $11,815+289.5% | $12,562+266.3% |