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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 | $107,666+37.2% | $102,184+44.6% | $154,746-4.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.13% | 29.33%-16.2pp | 31.58%-18.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $4,561 | $3,846+18.6% | $3,594+26.9% | $4,379+4.2% |
| Participant deferral / active EE | $11,972 | $8,719+37.3% | $8,309+44.1% | $6,730+77.9% |
| Admin fee / account holder | $46,018 | $12,943+255.5% | $11,609+296.4% | $14,365+220.3% |