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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 | $158,699 | $106,524+49.0% | $152,301+4.2% | $87,485+81.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.74% | 26.89%-10.2pp | 80.50%-63.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $7,908 | $3,371+134.6% | $4,624+71.0% | $2,596+204.6% |
| Participant deferral / active EE | $3,559 | $6,525-45.5% | $8,004-55.5% | $4,274-16.7% |
| Admin fee / account holder | $14,641 | $8,287+76.7% | $14,398+1.7% | $7,775+88.3% |