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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 | $168,154 | $127,386+32.0% | $115,037+46.2% | $125,388+34.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.95% | 31.28%-26.3pp | 26.14%-21.2pp | 282.24%-277.3pp |
| Employer contribution / active EE | $4,274 | $5,166-17.3% | $4,608-7.2% | $4,866-12.2% |
| Participant deferral / active EE | $12,706 | $6,423+97.8% | $6,026+110.8% | $5,352+137.4% |
| Admin fee / account holder | $14,403 | $9,516+51.4% | $8,175+76.2% | $9,541+51.0% |