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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 | $175,401 | $201,264-12.9% | $184,185-4.8% | $145,978+20.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.63% | 29.00%-13.4pp | 28.81%-13.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $3,946 | $7,021-43.8% | $6,426-38.6% | $4,662-15.4% |
| Participant deferral / active EE | $5,725 | $9,806-41.6% | $9,132-37.3% | $6,690-14.4% |
| Admin fee / account holder | $4,228 | $16,376-74.2% | $13,909-69.6% | $13,400-68.5% |