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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 | $150,398 | $138,393+8.7% | $184,256-18.4% | $80,959+85.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.06% | 20.01%-4.9pp | 28.85%-13.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,910 | $4,847-19.3% | $6,427-39.2% | $2,757+41.8% |
| Participant deferral / active EE | $6,967 | $7,076-1.6% | $9,133-23.7% | $4,300+62.0% |
| Admin fee / account holder | $25,092 | $10,489+139.2% | $13,899+80.5% | $6,925+262.3% |