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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 | $172,160 | $192,829-10.7% | $142,516+20.8% | $139,487+23.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 15.86% | 18.07%-2.2pp | 20.03%-4.2pp | 373.84%-358.0pp |
| Employer contribution / active EE | $2,378 | $5,808-59.1% | $4,849-51.0% | $4,755-50.0% |
| Participant deferral / active EE | $12,005 | $7,200+66.7% | $6,280+91.2% | $6,713+78.8% |
| Admin fee / account holder | $40,963 | $15,120+170.9% | $10,008+309.3% | $11,407+259.1% |