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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 | $159,585 | $112,729+41.6% | $98,716+61.7% | $137,256+16.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.82% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,272 | $2,725+130.2% | $2,279+175.3% | $4,156+50.9% |
| Participant deferral / active EE | $5,912 | $4,640+27.4% | $4,048+46.1% | $6,407-7.7% |
| Admin fee / account holder | $10,028 | $10,129-1.0% | $8,703+15.2% | $12,270-18.3% |