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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 | $168,813 | $124,425+35.7% | $112,040+50.7% | $137,256+23.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.02% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,714 | $3,411+38.2% | $2,954+59.6% | $4,156+13.4% |
| Participant deferral / active EE | $10,650 | $5,718+86.2% | $5,098+108.9% | $6,407+66.2% |
| Admin fee / account holder | $4,701 | $15,207-69.1% | $12,098-61.1% | $12,270-61.7% |