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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 | $194,563 | $106,524+82.6% | $152,301+27.7% | $87,485+122.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.07% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-8.0pp |
| Employer contribution / active EE | $5,084 | $3,371+50.8% | $4,624+9.9% | $2,596+95.8% |
| Participant deferral / active EE | $6,263 | $6,525-4.0% | $8,004-21.8% | $4,274+46.5% |
| Admin fee / account holder | $15,194 | $8,287+83.4% | $14,398+5.5% | $7,775+95.4% |