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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 | $180,190 | $146,267+23.2% | $197,124-8.6% | $82,448+118.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 23.01% | 29.61%-6.6pp | 44.34%-21.3pp | 41.64%-18.6pp |
| Employer contribution / active EE | $18,912 | $4,723+300.4% | $6,227+203.7% | $2,551+641.4% |
| Participant deferral / active EE | $4,684 | $7,035-33.4% | $9,135-48.7% | $4,139+13.2% |
| Admin fee / account holder | $625 | $14,422-95.7% | $16,298-96.2% | $7,234-91.4% |