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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 | $187,378 | $123,793+51.4% | $177,848+5.4% | $79,856+134.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.82% | 22.82%-10.0pp | 48.33%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $6,442 | $4,095+57.3% | $5,919+8.8% | $2,471+160.7% |
| Participant deferral / active EE | $5,640 | $5,956-5.3% | $7,714-26.9% | $3,741+50.8% |
| Admin fee / account holder | $38,921 | $7,243+437.4% | $12,431+213.1% | $5,306+633.5% |