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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 | $225,157 | $184,014+22.4% | $161,149+39.7% | $138,895+62.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.43% | 21.52%-6.1pp | 21.16%-5.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $4,591 | $5,055-9.2% | $4,360+5.3% | $4,194+9.5% |
| Participant deferral / active EE | $11,571 | $6,909+67.5% | $6,153+88.1% | $6,396+80.9% |
| Admin fee / account holder | $12,903 | $18,027-28.4% | $15,194-15.1% | $12,562+2.7% |