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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 | $180,343 | $124,425+44.9% | $112,040+61.0% | $137,256+31.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.88% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,072 | $3,411+19.4% | $2,954+37.8% | $4,156-2.0% |
| Participant deferral / active EE | $7,612 | $5,718+33.1% | $5,098+49.3% | $6,407+18.8% |
| Admin fee / account holder | $6,988 | $15,207-54.0% | $12,098-42.2% | $12,270-43.0% |