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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 | $183,037 | $136,860+33.7% | $120,344+52.1% | $154,746+18.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.37% | 21.38%-8.0pp | 20.30%-6.9pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,755 | $3,533+6.3% | $3,020+24.3% | $4,379-14.3% |
| Participant deferral / active EE | $10,861 | $5,793+87.5% | $5,135+111.5% | $6,730+61.4% |
| Admin fee / account holder | $9,409 | $15,393-38.9% | $12,742-26.2% | $14,365-34.5% |