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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 | $168,102 | $162,967+3.2% | $135,792+23.8% | $138,895+21.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 11.80% | 30.08%-18.3pp | 25.96%-14.2pp | 145.39%-133.6pp |
| Employer contribution / active EE | $8,392 | $4,211+99.3% | $3,496+140.1% | $4,194+100.1% |
| Participant deferral / active EE | $6,709 | $5,640+18.9% | $4,759+41.0% | $6,396+4.9% |
| Admin fee / account holder | $53,006 | $15,306+246.3% | $12,266+332.2% | $12,562+321.9% |