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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 | $158,992 | $177,156-10.3% | $147,027+8.1% | $154,746+2.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.26% | 21.94%-11.7pp | 20.23%-10.0pp | 172.34%-162.1pp |
| Employer contribution / active EE | $12,235 | $4,336+182.2% | $3,626+237.4% | $4,379+179.4% |
| Participant deferral / active EE | $9,020 | $5,797+55.6% | $4,933+82.9% | $6,730+34.0% |
| Admin fee / account holder | $33,102 | $14,904+122.1% | $12,223+170.8% | $14,365+130.4% |