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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 | $149,572 | $138,386+8.1% | $184,260-18.8% | $80,935+84.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.44% | 20.02%-3.6pp | 28.84%-12.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $4,711 | $4,851-2.9% | $6,427-26.7% | $2,757+70.9% |
| Participant deferral / active EE | $13,761 | $7,076+94.5% | $9,133+50.7% | $4,299+220.1% |
| Admin fee / account holder | $4,357 | $10,489-58.5% | $13,898-68.7% | $6,924-37.1% |