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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 | $176,490 | $99,341+77.7% | $84,750+108.2% | $273,965-35.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.17% | 22.93%-5.8pp | 22.78%-5.6pp | 41.45%-24.3pp |
| Employer contribution / active EE | $17,901 | $4,214+324.8% | $3,574+400.8% | $4,869+267.7% |
| Participant deferral / active EE | $1,489 | $4,269-65.1% | $3,712-59.9% | $5,287-71.8% |
| Admin fee / account holder | $8,404 | $6,644+26.5% | $5,332+57.6% | $10,132-17.1% |