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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 | $196,085 | $97,648+100.8% | $121,663+61.2% | $87,485+124.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 16.31% | 18.03%-1.7pp | 147.54%-131.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $3,165 | $2,300+37.6% | $3,020+4.8% | $2,596+21.9% |
| Participant deferral / active EE | $8,606 | $3,923+119.4% | $4,887+76.1% | $4,274+101.4% |
| Admin fee / account holder | $9,413 | $11,100-15.2% | $14,289-34.1% | $7,775+21.1% |