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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 | $161,502 | $95,453+69.2% | $112,040+44.1% | $82,448+95.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.70% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $9,218 | $2,318+297.7% | $2,954+212.1% | $2,551+261.4% |
| Participant deferral / active EE | $7,916 | $4,224+87.4% | $5,098+55.3% | $4,139+91.2% |
| Admin fee / account holder | $7,306 | $9,013-18.9% | $12,098-39.6% | $7,234+1.0% |