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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 | $193,192 | $124,425+55.3% | $112,040+72.4% | $137,256+40.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.43% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,077 | $3,411+19.5% | $2,954+38.0% | $4,156-1.9% |
| Participant deferral / active EE | $6,618 | $5,718+15.7% | $5,098+29.8% | $6,407+3.3% |
| Admin fee / account holder | $34,748 | $15,207+128.5% | $12,098+187.2% | $12,270+183.2% |