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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 | $201,259-7.8% | $184,200+0.8% | $145,959+27.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.13% | 28.98%-12.8pp | 28.80%-12.7pp | 561.95%-545.8pp |
| Employer contribution / active EE | $3,274 | $7,018-53.3% | $6,424-49.0% | $4,661-29.8% |
| Participant deferral / active EE | $7,200 | $9,806-26.6% | $9,132-21.2% | $6,689+7.6% |
| Admin fee / account holder | $6,371 | $16,372-61.1% | $13,907-54.2% | $13,398-52.4% |