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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 | $178,198 | $215,361-17.3% | $171,082+4.2% | $273,972-35.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.93% | 25.14%-21.2pp | 32.56%-28.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $19,245 | $4,967+287.5% | $4,002+380.9% | $4,869+295.3% |
| Participant deferral / active EE | $9,214 | $5,543+66.2% | $4,797+92.1% | $5,287+74.3% |
| Admin fee / account holder | $4,908 | $10,846-54.8% | $8,520-42.4% | $10,133-51.6% |