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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 | $135,905+8.7% | $126,068+17.2% | $198,609-25.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 13.13% | 14.07%-0.9pp | 15.01%-1.9pp | 202.70%-189.6pp |
| Employer contribution / active EE | $4,561 | $4,245+7.5% | $3,968+15.0% | $5,055-9.8% |
| Participant deferral / active EE | $11,972 | $8,523+40.5% | $8,214+45.7% | $6,977+71.6% |
| Admin fee / account holder | $46,018 | $21,036+118.8% | $18,264+152.0% | $19,030+141.8% |