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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 | $156,313 | $201,264-22.3% | $184,185-15.1% | $145,978+7.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.78% | 29.00%-19.2pp | 28.81%-19.0pp | 550.52%-540.7pp |
| Employer contribution / active EE | $2,657 | $7,021-62.2% | $6,426-58.7% | $4,662-43.0% |
| Participant deferral / active EE | $5,792 | $9,806-40.9% | $9,132-36.6% | $6,690-13.4% |
| Admin fee / account holder | $60,468 | $16,376+269.3% | $13,909+334.7% | $13,400+351.2% |