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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 | $223,186 | $93,064+139.8% | $74,577+199.3% | $273,972-18.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.26% | 26.18%-16.9pp | 20.47%-11.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $7,518 | $3,160+137.9% | $2,525+197.7% | $4,869+54.4% |
| Participant deferral / active EE | $4,386 | $4,160+5.4% | $3,458+26.8% | $5,287-17.0% |
| Admin fee / account holder | $11,684 | $5,273+121.6% | $4,138+182.3% | $10,133+15.3% |