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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 | $156,462 | $146,267+7.0% | $197,124-20.6% | $82,448+89.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.69% | 29.61%-10.9pp | 44.34%-25.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $5,065 | $4,723+7.2% | $6,227-18.7% | $2,551+98.5% |
| Participant deferral / active EE | $12,914 | $7,035+83.6% | $9,135+41.4% | $4,139+212.0% |
| Admin fee / account holder | $4,534 | $14,422-68.6% | $16,298-72.2% | $7,234-37.3% |