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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 | $232,510 | $181,896+27.8% | $156,551+48.5% | $273,972-15.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.37% | 30.74%-19.4pp | 32.23%-20.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $3,323 | $6,248-46.8% | $5,501-39.6% | $4,869-31.7% |
| Participant deferral / active EE | $15,007 | $5,550+170.4% | $4,871+208.1% | $5,287+183.8% |
| Admin fee / account holder | $8,160 | $15,560-47.6% | $13,028-37.4% | $10,133-19.5% |