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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 | $166,188 | $78,520+111.7% | $96,576+72.1% | $82,448+101.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.79% | 41.30%-26.5pp | 38.47%-23.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,028 | $2,630-22.9% | $3,553-42.9% | $2,551-20.5% |
| Participant deferral / active EE | $5,746 | $6,754-14.9% | $7,956-27.8% | $4,139+38.8% |
| Admin fee / account holder | $20,921 | $13,455+55.5% | $11,381+83.8% | $7,234+189.2% |