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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 | $177,498 | $125,797+41.1% | $170,057+4.4% | $75,177+136.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.00% | 27.20%-10.2pp | 53.42%-36.4pp | 160.75%-143.8pp |
| Employer contribution / active EE | $5,398 | $4,616+16.9% | $6,790-20.5% | $2,671+102.1% |
| Participant deferral / active EE | $4,287 | $6,838-37.3% | $10,411-58.8% | $4,126+3.9% |
| Admin fee / account holder | $6,805 | $8,177-16.8% | $12,826-46.9% | $5,651+20.4% |