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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 | $159,591 | $102,609+55.5% | $98,090+62.7% | $138,895+14.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 15.04% | 36.44%-21.4pp | 37.05%-22.0pp | 145.39%-130.4pp |
| Employer contribution / active EE | $5,115 | $3,867+32.3% | $3,606+41.8% | $4,194+22.0% |
| Participant deferral / active EE | $7,294 | $8,167-10.7% | $7,845-7.0% | $6,396+14.0% |
| Admin fee / account holder | $1,027 | $11,434-91.0% | $11,815-91.3% | $12,562-91.8% |