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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 | $185,625 | $201,344-7.8% | $184,243+0.8% | $145,877+27.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.13% | 29.01%-12.9pp | 28.82%-12.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $3,274 | $7,022-53.4% | $6,427-49.1% | $4,663-29.8% |
| Participant deferral / active EE | $7,200 | $9,807-26.6% | $9,132-21.2% | $6,691+7.6% |
| Admin fee / account holder | $6,371 | $16,382-61.1% | $13,914-54.2% | $13,402-52.5% |