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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 | $175,456 | $138,385+26.8% | $184,243-4.8% | $80,925+116.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.25% | 20.02%-4.8pp | 28.82%-13.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $16,734 | $4,851+245.0% | $6,427+160.4% | $2,756+507.1% |
| Participant deferral / active EE | $15,230 | $7,075+115.2% | $9,132+66.8% | $4,299+254.3% |
| Admin fee / account holder | $7,151 | $10,489-31.8% | $13,914-48.6% | $6,940+3.0% |