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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 | $187,722 | $123,793+51.6% | $177,848+5.6% | $79,856+135.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.41% | 22.82%-8.4pp | 48.33%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $6,447 | $4,095+57.4% | $5,919+8.9% | $2,471+160.9% |
| Participant deferral / active EE | $4,673 | $5,956-21.6% | $7,714-39.4% | $3,741+24.9% |
| Admin fee / account holder | $7,202 | $7,243-0.6% | $12,431-42.1% | $5,306+35.7% |