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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 | $187,823 | $106,524+76.3% | $152,301+23.3% | $87,485+114.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.40% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $5,413 | $3,371+60.6% | $4,624+17.1% | $2,596+108.5% |
| Participant deferral / active EE | $6,157 | $6,525-5.6% | $8,004-23.1% | $4,274+44.1% |
| Admin fee / account holder | $872 | $8,287-89.5% | $14,398-93.9% | $7,775-88.8% |