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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 | $156,627 | $124,425+25.9% | $112,040+39.8% | $137,256+14.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.00% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,703 | $3,411+37.8% | $2,954+59.2% | $4,156+13.1% |
| Participant deferral / active EE | $6,392 | $5,718+11.8% | $5,098+25.4% | $6,407-0.2% |
| Admin fee / account holder | $9,335 | $15,207-38.6% | $12,098-22.8% | $12,270-23.9% |