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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 | $106,588+79.8% | $94,215+103.4% | $155,188+23.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 15.61% | 29.39%-13.8pp | 28.22%-12.6pp | 148.84%-133.2pp |
| Employer contribution / active EE | $7,531 | $3,080+144.5% | $2,675+181.5% | $4,248+77.3% |
| Participant deferral / active EE | $3,408 | $4,802-29.0% | $4,276-20.3% | $6,531-47.8% |
| Admin fee / account holder | $2,567 | $12,281-79.1% | $10,216-74.9% | $14,480-82.3% |