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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 | $158,419 | $138,385+14.5% | $184,243-14.0% | $80,925+95.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.28% | 20.02%-5.7pp | 28.82%-14.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $7,405 | $4,851+52.7% | $6,427+15.2% | $2,756+168.7% |
| Participant deferral / active EE | $7,522 | $7,075+6.3% | $9,132-17.6% | $4,299+75.0% |
| Admin fee / account holder | $12,185 | $10,489+16.2% | $13,914-12.4% | $6,940+75.6% |