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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 | $178,256 | $106,749+67.0% | $145,433+22.6% | $82,448+116.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.59% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $4,679 | $3,444+35.8% | $4,554+2.7% | $2,551+83.4% |
| Participant deferral / active EE | $11,156 | $6,519+71.1% | $7,897+41.3% | $4,139+169.5% |
| Admin fee / account holder | $17,382 | $8,390+107.2% | $13,129+32.4% | $7,234+140.3% |