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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 | $196,733 | $138,385+42.2% | $184,243+6.8% | $80,925+143.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 26.58% | 20.02%+6.6pp | 28.82%-2.2pp | 35.65%-9.1pp |
| Employer contribution / active EE | $13,000 | $4,851+168.0% | $6,427+102.3% | $2,756+371.7% |
| Participant deferral / active EE | $5,022 | $7,075-29.0% | $9,132-45.0% | $4,299+16.8% |
| Admin fee / account holder | $2,869 | $10,489-72.7% | $13,914-79.4% | $6,940-58.7% |