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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 | $179,080 | $110,137+62.6% | $161,149+11.1% | $82,637+116.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 16.27% | 20.69%-4.4pp | 21.16%-4.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $3,894 | $2,856+36.3% | $4,360-10.7% | $2,552+52.6% |
| Participant deferral / active EE | $11,808 | $4,575+158.1% | $6,153+91.9% | $4,126+186.2% |
| Admin fee / account holder | $5,986 | $9,467-36.8% | $15,194-60.6% | $7,339-18.4% |