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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 | $193,989 | $136,860+41.7% | $120,344+61.2% | $154,746+25.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.23% | 21.38%-4.1pp | 20.30%-3.1pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,877 | $3,533-18.6% | $3,020-4.8% | $4,379-34.3% |
| Participant deferral / active EE | $5,379 | $5,793-7.2% | $5,135+4.8% | $6,730-20.1% |
| Admin fee / account holder | $3,592 | $15,393-76.7% | $12,742-71.8% | $14,365-75.0% |