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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 | $174,552 | $99,345+75.7% | $84,753+106.0% | $273,972-36.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 18.08% | 22.93%-4.8pp | 22.78%-4.7pp | 41.46%-23.4pp |
| Employer contribution / active EE | $15,196 | $4,214+260.6% | $3,574+325.1% | $4,869+212.1% |
| Participant deferral / active EE | $5,115 | $4,270+19.8% | $3,712+37.8% | $5,287-3.3% |
| Admin fee / account holder | $1,458 | $6,645-78.1% | $5,333-72.7% | $10,133-85.6% |