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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 | $187,306 | $138,393+35.3% | $184,256+1.7% | $80,959+131.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.11% | 20.01%-3.9pp | 28.85%-12.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $6,263 | $4,847+29.2% | $6,427-2.5% | $2,757+127.2% |
| Participant deferral / active EE | $5,592 | $7,076-21.0% | $9,133-38.8% | $4,300+30.0% |
| Admin fee / account holder | $43,458 | $10,489+314.3% | $13,899+212.7% | $6,925+527.5% |