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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 | $181,234 | $201,372-10.0% | $184,260-1.6% | $145,884+24.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.87% | 29.04%-15.2pp | 28.84%-15.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $4,146 | $7,024-41.0% | $6,427-35.5% | $4,662-11.1% |
| Participant deferral / active EE | $7,907 | $9,808-19.4% | $9,133-13.4% | $6,690+18.2% |
| Admin fee / account holder | $2,122 | $16,362-87.0% | $13,898-84.7% | $13,392-84.2% |