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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 | $108,639 | $106,974+1.6% | $90,796+19.7% | $138,895-21.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 13.22% | 20.10%-6.9pp | 19.29%-6.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $6,125 | $2,609+134.8% | $2,294+167.0% | $4,194+46.0% |
| Participant deferral / active EE | $4,445 | $4,455-0.2% | $3,822+16.3% | $6,396-30.5% |
| Admin fee / account holder | $21,413 | $8,626+148.2% | $7,024+204.9% | $12,562+70.5% |