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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 | $184,178 | $215,361-14.5% | $171,082+7.7% | $273,972-32.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.79% | 25.14%-17.3pp | 32.56%-24.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $4,277 | $4,967-13.9% | $4,002+6.9% | $4,869-12.2% |
| Participant deferral / active EE | $16,044 | $5,543+189.4% | $4,797+234.4% | $5,287+203.5% |
| Admin fee / account holder | $34,704 | $10,846+220.0% | $8,520+307.3% | $10,133+242.5% |