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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 | $181,370 | $161,352+12.4% | $134,172+35.2% | $137,256+32.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.54% | 28.72%-12.2pp | 25.30%-8.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $8,979 | $4,099+119.1% | $3,420+162.5% | $4,156+116.0% |
| Participant deferral / active EE | $5,603 | $5,552+0.9% | $4,690+19.5% | $6,407-12.5% |
| Admin fee / account holder | $43,458 | $15,028+189.2% | $12,016+261.7% | $12,270+254.2% |