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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 | $183,196 | $77,707+135.8% | $70,160+161.1% | $139,466+31.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.67% | 19.30%-4.6pp | 19.08%-4.4pp | 373.66%-359.0pp |
| Employer contribution / active EE | $3,999 | $4,986-19.8% | $4,285-6.7% | $4,754-15.9% |
| Participant deferral / active EE | $5,377 | $6,443-16.6% | $5,394-0.3% | $6,712-19.9% |
| Admin fee / account holder | $4,583 | $5,397-15.1% | $4,5820% | $11,409-59.8% |