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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 | $183,418 | $124,425+47.4% | $112,040+63.7% | $137,256+33.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.42% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,486 | $3,411+2.2% | $2,954+18.0% | $4,156-16.1% |
| Participant deferral / active EE | $7,059 | $5,718+23.5% | $5,098+38.5% | $6,407+10.2% |
| Admin fee / account holder | $4,109 | $15,207-73.0% | $12,098-66.0% | $12,270-66.5% |