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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 | $184,986 | $106,864+73.1% | $147,318+25.6% | $82,637+123.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.93% | 27.49%-11.6pp | 70.43%-54.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $3,224 | $3,417-5.6% | $4,593-29.8% | $2,552+26.3% |
| Participant deferral / active EE | $6,463 | $6,496-0.5% | $7,906-18.3% | $4,126+56.6% |
| Admin fee / account holder | $13,989 | $8,415+66.2% | $13,708+2.1% | $7,339+90.6% |