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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 | $165,374 | $78,520+110.6% | $96,576+71.2% | $82,448+100.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 15.27% | 41.30%-26.0pp | 38.47%-23.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $5,110 | $2,630+94.3% | $3,553+43.8% | $2,551+100.3% |
| Participant deferral / active EE | $7,094 | $6,754+5.0% | $7,956-10.8% | $4,139+71.4% |
| Admin fee / account holder | $8,912 | $13,455-33.8% | $11,381-21.7% | $7,234+23.2% |