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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 | $160,492 | $114,119+40.6% | $107,187+49.7% | $138,895+15.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.30% | 273.21%-256.9pp | 204.55%-188.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,610 | $4,059-35.7% | $3,782-31.0% | $4,194-37.8% |
| Participant deferral / active EE | $11,186 | $5,538+102.0% | $5,096+119.5% | $6,396+74.9% |
| Admin fee / account holder | $9,483 | $10,024-5.4% | $9,162+3.5% | $12,562-24.5% |