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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 | $122,962+51.7% | $71,585+160.6% | $138,895+34.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 16.22% | 37.84%-21.6pp | 59.26%-43.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $6,005 | $2,620+129.2% | $1,669+259.9% | $4,194+43.2% |
| Participant deferral / active EE | $5,613 | $4,311+30.2% | $2,923+92.0% | $6,396-12.2% |
| Admin fee / account holder | $824 | $6,488-87.3% | $4,712-82.5% | $12,562-93.4% |