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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 | $142,972+16.2% | $214,702-22.6% | $86,983+91.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 13.90% | 18.49%-4.6pp | 54.55%-40.7pp | 25.83%-11.9pp |
| Employer contribution / active EE | $6,597 | $4,635+42.3% | $6,461+2.1% | $2,584+155.3% |
| Participant deferral / active EE | $7,128 | $6,568+8.5% | $9,147-22.1% | $4,194+70.0% |
| Admin fee / account holder | $7,054 | $17,617-60.0% | $19,830-64.4% | $7,856-10.2% |