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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 | $213,638 | $161,352+32.4% | $134,172+59.2% | $137,256+55.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.79% | 28.72%-12.9pp | 25.30%-9.5pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,989 | $4,099+21.7% | $3,420+45.9% | $4,156+20.0% |
| Participant deferral / active EE | $6,861 | $5,552+23.6% | $4,690+46.3% | $6,407+7.1% |
| Admin fee / account holder | $6,673 | $15,028-55.6% | $12,016-44.5% | $12,270-45.6% |