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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 | $146,267+50.3% | $197,124+11.5% | $82,448+166.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.00% | 29.61%-12.6pp | 44.34%-27.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,679 | $4,723-64.5% | $6,227-73.0% | $2,551-34.2% |
| Participant deferral / active EE | $8,006 | $7,035+13.8% | $9,135-12.4% | $4,139+93.4% |
| Admin fee / account holder | $29,600 | $14,422+105.2% | $16,298+81.6% | $7,234+309.2% |