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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 | $166,150 | $143,969+15.4% | $199,883-16.9% | $82,637+101.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 13.90% | 25.67%-11.8pp | 43.81%-29.9pp | 53.51%-39.6pp |
| Employer contribution / active EE | $6,597 | $4,632+42.4% | $6,261+5.4% | $2,552+158.5% |
| Participant deferral / active EE | $7,128 | $6,937+2.7% | $9,138-22.0% | $4,126+72.7% |
| Admin fee / account holder | $7,054 | $14,597-51.7% | $17,268-59.2% | $7,339-3.9% |