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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 | $163,274 | $81,276+100.9% | $155,574+4.9% | $80,925+101.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.16% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $3,186 | $3,103+2.7% | $4,676-31.9% | $2,756+15.6% |
| Participant deferral / active EE | $14,915 | $3,453+331.9% | $5,629+164.9% | $4,299+247.0% |
| Admin fee / account holder | $7,394 | $7,993-7.5% | $15,914-53.5% | $6,940+6.5% |