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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 | $138,385+35.4% | $184,200+1.7% | $80,874+131.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.11% | 20.02%-3.9pp | 28.80%-12.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $6,263 | $4,849+29.2% | $6,424-2.5% | $2,756+127.3% |
| Participant deferral / active EE | $5,592 | $7,073-20.9% | $9,132-38.8% | $4,297+30.1% |
| Admin fee / account holder | $43,458 | $10,483+314.5% | $13,907+212.5% | $6,935+526.6% |