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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 | $185,030 | $136,860+35.2% | $120,344+53.8% | $154,746+19.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.29% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.0pp |
| Employer contribution / active EE | $16,302 | $3,533+361.4% | $3,020+439.8% | $4,379+272.3% |
| Participant deferral / active EE | $13,981 | $5,793+141.3% | $5,135+172.3% | $6,730+107.7% |
| Admin fee / account holder | $7,320 | $15,393-52.4% | $12,742-42.6% | $14,365-49.0% |