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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 | $145,431+7.6% | $211,142-25.9% | $87,485+78.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 18.69% | 27.21%-8.5pp | 46.84%-28.1pp | 26.06%-7.4pp |
| Employer contribution / active EE | $5,065 | $4,662+8.7% | $6,442-21.4% | $2,596+95.1% |
| Participant deferral / active EE | $12,914 | $6,859+88.3% | $9,284+39.1% | $4,274+202.2% |
| Admin fee / account holder | $4,534 | $17,052-73.4% | $19,076-76.2% | $7,775-41.7% |