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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 | $176,168 | $145,431+21.1% | $211,142-16.6% | $87,485+101.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 13.56% | 27.21%-13.6pp | 46.84%-33.3pp | 26.06%-12.5pp |
| Employer contribution / active EE | $9,616 | $4,662+106.3% | $6,442+49.3% | $2,596+270.4% |
| Participant deferral / active EE | $13,043 | $6,859+90.2% | $9,284+40.5% | $4,274+205.2% |
| Admin fee / account holder | $1,548 | $17,052-90.9% | $19,076-91.9% | $7,775-80.1% |