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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 | $156,797 | $123,793+26.7% | $177,848-11.8% | $79,856+96.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.91% | 22.82%-11.9pp | 48.33%-37.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,904 | $4,095-4.7% | $5,919-34.0% | $2,471+58.0% |
| Participant deferral / active EE | $10,797 | $5,956+81.3% | $7,714+40.0% | $3,741+188.6% |
| Admin fee / account holder | $3,450 | $7,243-52.4% | $12,431-72.3% | $5,306-35.0% |