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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 | $167,246 | $95,453+75.2% | $112,040+49.3% | $82,448+102.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.20% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $9,077 | $2,318+291.6% | $2,954+207.3% | $2,551+255.8% |
| Participant deferral / active EE | $5,751 | $4,224+36.1% | $5,098+12.8% | $4,139+38.9% |
| Admin fee / account holder | $15,830 | $9,013+75.6% | $12,098+30.8% | $7,234+118.8% |