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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 | $196,710 | $123,793+58.9% | $177,848+10.6% | $79,856+146.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.58% | 22.82%-7.2pp | 48.33%-32.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,098 | $4,095-24.3% | $5,919-47.7% | $2,471+25.4% |
| Participant deferral / active EE | $9,559 | $5,956+60.5% | $7,714+23.9% | $3,741+155.5% |
| Admin fee / account holder | $2,108 | $7,243-70.9% | $12,431-83.0% | $5,306-60.3% |