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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 | $175,219 | $106,749+64.1% | $145,433+20.5% | $82,448+112.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.16% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,026 | $3,444-12.1% | $4,554-33.6% | $2,551+18.6% |
| Participant deferral / active EE | $12,496 | $6,519+91.7% | $7,897+58.2% | $4,139+201.9% |
| Admin fee / account holder | $10,041 | $8,390+19.7% | $13,129-23.5% | $7,234+38.8% |