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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 | $225,714 | $136,860+64.9% | $120,344+87.6% | $154,746+45.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.41% | 21.38%-5.0pp | 20.30%-3.9pp | 172.34%-155.9pp |
| Employer contribution / active EE | $4,986 | $3,533+41.1% | $3,020+65.1% | $4,379+13.9% |
| Participant deferral / active EE | $16,455 | $5,793+184.0% | $5,135+220.5% | $6,730+144.5% |
| Admin fee / account holder | $3,878 | $15,393-74.8% | $12,742-69.6% | $14,365-73.0% |