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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 | $188,788 | $84,953+122.2% | $163,379+15.6% | $82,637+128.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 13.49% | 23.07%-9.6pp | 63.41%-49.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $5,016 | $2,183+129.8% | $3,752+33.7% | $2,552+96.5% |
| Participant deferral / active EE | $7,640 | $4,326+76.6% | $6,282+21.6% | $4,126+85.2% |
| Admin fee / account holder | $7,486 | $7,921-5.5% | $9,818-23.7% | $7,339+2.0% |