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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 | $180,103 | $138,386+30.1% | $184,260-2.3% | $80,935+122.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.08% | 20.02%-5.9pp | 28.84%-14.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $5,719 | $4,851+17.9% | $6,427-11.0% | $2,757+107.5% |
| Participant deferral / active EE | $16,168 | $7,076+128.5% | $9,133+77.0% | $4,299+276.0% |
| Admin fee / account holder | $16,758 | $10,489+59.8% | $13,898+20.6% | $6,924+142.0% |