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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 | $191,629 | $123,000+55.8% | $105,582+81.5% | $198,609-3.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 15.61% | 18.31%-2.7pp | 18.61%-3.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $7,531 | $3,582+110.2% | $2,984+152.4% | $5,055+49.0% |
| Participant deferral / active EE | $3,408 | $5,013-32.0% | $4,353-21.7% | $6,977-51.1% |
| Admin fee / account holder | $2,567 | $16,254-84.2% | $12,856-80.0% | $19,030-86.5% |