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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 | $149,081 | $147,594+1.0% | $121,871+22.3% | $198,609-24.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 3.07% | 12.94%-9.9pp | 13.57%-10.5pp | 202.70%-199.6pp |
| Employer contribution / active EE | $6,070 | $3,007+101.9% | $2,731+122.2% | $5,055+20.1% |
| Participant deferral / active EE | $9,689 | $5,168+87.5% | $4,318+124.4% | $6,977+38.9% |
| Admin fee / account holder | $106,467 | $15,134+603.5% | $11,551+821.7% | $19,030+459.5% |