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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 | $202,517 | $138,312+46.4% | $122,979+64.7% | $155,188+30.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 8.31% | 22.06%-13.8pp | 20.12%-11.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $4,465 | $3,530+26.5% | $3,062+45.8% | $4,248+5.1% |
| Participant deferral / active EE | $2,411 | $5,592-56.9% | $5,003-51.8% | $6,531-63.1% |
| Admin fee / account holder | $11,802 | $15,089-21.8% | $12,864-8.3% | $14,480-18.5% |