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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 | $158,443 | $106,749+48.4% | $145,433+8.9% | $82,448+92.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.37% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,290 | $3,444-33.5% | $4,554-49.7% | $2,551-10.2% |
| Participant deferral / active EE | $7,102 | $6,519+8.9% | $7,897-10.1% | $4,139+71.6% |
| Admin fee / account holder | $7,211 | $8,390-14.1% | $13,129-45.1% | $7,234-0.3% |