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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 | $97,289+51.9% | $92,805+59.2% | $155,188-4.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 13.13% | 29.03%-15.9pp | 31.59%-18.5pp | 148.84%-135.7pp |
| Employer contribution / active EE | $4,561 | $3,632+25.6% | $3,424+33.2% | $4,248+7.4% |
| Participant deferral / active EE | $11,972 | $8,795+36.1% | $8,448+41.7% | $6,531+83.3% |
| Admin fee / account holder | $46,018 | $12,015+283.0% | $10,911+321.8% | $14,480+217.8% |