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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 | $219,876 | $145,431+51.2% | $211,142+4.1% | $87,485+151.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 17.00% | 27.21%-10.2pp | 46.84%-29.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,679 | $4,662-64.0% | $6,442-73.9% | $2,596-35.3% |
| Participant deferral / active EE | $8,006 | $6,859+16.7% | $9,284-13.8% | $4,274+87.3% |
| Admin fee / account holder | $29,600 | $17,052+73.6% | $19,076+55.2% | $7,775+280.7% |