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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 | $194,258 | $167,415+16.0% | $140,514+38.2% | $198,609-2.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.46% | 13.85%+4.6pp | 14.36%+4.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $2,718 | $4,088-33.5% | $3,378-19.5% | $5,055-46.2% |
| Participant deferral / active EE | $21,240 | $5,579+280.7% | $4,919+331.8% | $6,977+204.4% |
| Admin fee / account holder | $4,229 | $16,730-74.7% | $13,697-69.1% | $19,030-77.8% |