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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 | $160,574 | $125,797+27.6% | $170,043-5.6% | $75,173+113.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.64% | 27.20%-11.6pp | 53.40%-37.8pp | 160.72%-145.1pp |
| Employer contribution / active EE | $5,213 | $4,616+12.9% | $6,790-23.2% | $2,671+95.2% |
| Participant deferral / active EE | $6,732 | $6,838-1.6% | $10,410-35.3% | $4,126+63.1% |
| Admin fee / account holder | $9,661 | $8,177+18.2% | $12,824-24.7% | $5,651+71.0% |