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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 | $176,428 | $146,267+20.6% | $197,124-10.5% | $82,448+114.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.38% | 29.61%-15.2pp | 44.34%-30.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $12,353 | $4,723+161.5% | $6,227+98.4% | $2,551+384.2% |
| Participant deferral / active EE | $10,565 | $7,035+50.2% | $9,135+15.7% | $4,139+155.2% |
| Admin fee / account holder | $528 | $14,422-96.3% | $16,298-96.8% | $7,234-92.7% |