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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 | $191,729 | $138,393+38.5% | $184,256+4.1% | $80,959+136.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.93% | 20.01%-5.1pp | 28.85%-13.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $5,562 | $4,847+14.7% | $6,427-13.5% | $2,757+101.7% |
| Participant deferral / active EE | $5,600 | $7,076-20.9% | $9,133-38.7% | $4,300+30.2% |
| Admin fee / account holder | $3,292 | $10,489-68.6% | $13,899-76.3% | $6,925-52.5% |