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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 | $160,449 | $123,793+29.6% | $177,848-9.8% | $79,856+100.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.49% | 22.82%-5.3pp | 48.33%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $6,213 | $4,095+51.7% | $5,919+5.0% | $2,471+151.4% |
| Participant deferral / active EE | $4,751 | $5,956-20.2% | $7,714-38.4% | $3,741+27.0% |
| Admin fee / account holder | $6,321 | $7,243-12.7% | $12,431-49.2% | $5,306+19.1% |