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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 | $196,530 | $239,571-18.0% | $183,328+7.2% | $137,256+43.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 14.63% | 35.69%-21.1pp | 29.67%-15.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $7,158 | $6,148+16.4% | $5,055+41.6% | $4,156+72.2% |
| Participant deferral / active EE | $13,050 | $7,995+63.2% | $6,795+92.0% | $6,407+103.7% |
| Admin fee / account holder | $11,781 | $30,059-60.8% | $21,427-45.0% | $12,270-4.0% |