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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 | $97,550+65.6% | $120,344+34.2% | $87,485+84.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 17.70% | 18.41%-0.7pp | 20.30%-2.6pp | 26.06%-8.4pp |
| Employer contribution / active EE | $9,218 | $2,291+302.4% | $3,020+205.2% | $2,596+255.1% |
| Participant deferral / active EE | $7,916 | $4,230+87.2% | $5,135+54.2% | $4,274+85.2% |
| Admin fee / account holder | $7,306 | $9,543-23.4% | $12,742-42.7% | $7,775-6.0% |