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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 | $219,191 | $153,769+42.5% | $133,975+63.6% | $273,972-20.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.97% | 36.51%-29.5pp | 29.29%-22.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $4,668 | $6,029-22.6% | $5,211-10.4% | $4,869-4.1% |
| Participant deferral / active EE | $17,135 | $6,958+146.3% | $6,282+172.8% | $5,287+224.1% |
| Admin fee / account holder | $19,783 | $11,765+68.2% | $9,324+112.2% | $10,133+95.2% |