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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 | $186,563 | $151,427+23.2% | $112,860+65.3% | $154,746+20.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 16.22% | 30.95%-14.7pp | 35.26%-19.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $6,005 | $2,750+118.4% | $2,206+172.2% | $4,379+37.1% |
| Participant deferral / active EE | $5,613 | $4,285+31.0% | $3,493+60.7% | $6,730-16.6% |
| Admin fee / account holder | $824 | $7,369-88.8% | $6,841-88.0% | $14,365-94.3% |