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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 | $142,194 | $109,359+30.0% | $162,185-12.3% | $72,976+94.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.20% | 25.46%-7.3pp | 115.61%-97.4pp | 81.02%-62.8pp |
| Employer contribution / active EE | $3,976 | $3,907+1.8% | $5,613-29.2% | $2,440+63.0% |
| Participant deferral / active EE | $6,216 | $5,481+13.4% | $7,297-14.8% | $3,608+72.3% |
| Admin fee / account holder | $14,796 | $7,972+85.6% | $10,844+36.4% | $5,124+188.7% |