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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 | $182,312 | $213,785-14.7% | $185,441-1.7% | $155,188+17.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.85% | 19.97%-2.1pp | 20.16%-2.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $5,689 | $5,393+5.5% | $4,672+21.8% | $4,248+33.9% |
| Participant deferral / active EE | $15,468 | $6,864+125.3% | $6,152+151.4% | $6,531+136.8% |
| Admin fee / account holder | $3,627 | $21,134-82.8% | $17,890-79.7% | $14,480-74.9% |