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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 | $178,976 | $161,352+10.9% | $134,172+33.4% | $137,256+30.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.84% | 28.72%-10.9pp | 25.30%-7.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,850 | $4,099-30.5% | $3,420-16.7% | $4,156-31.4% |
| Participant deferral / active EE | $14,597 | $5,552+162.9% | $4,690+211.2% | $6,407+127.8% |
| Admin fee / account holder | $1,483 | $15,028-90.1% | $12,016-87.7% | $12,270-87.9% |