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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 | $176,674 | $106,749+65.5% | $145,433+21.5% | $82,448+114.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.32% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $4,383 | $3,444+27.2% | $4,554-3.8% | $2,551+71.8% |
| Participant deferral / active EE | $5,380 | $6,519-17.5% | $7,897-31.9% | $4,139+30.0% |
| Admin fee / account holder | $5,472 | $8,390-34.8% | $13,129-58.3% | $7,234-24.4% |