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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 | $133,199 | $81,504+63.4% | $102,437+30.0% | $80,959+64.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.76% | 25.60%-8.8pp | 24.95%-8.2pp | 35.67%-18.9pp |
| Employer contribution / active EE | $23,124 | $3,104+645.1% | $3,871+497.4% | $2,757+738.7% |
| Participant deferral / active EE | $5,499 | $3,871+42.1% | $5,060+8.7% | $4,300+27.9% |
| Admin fee / account holder | $12,746 | $6,719+89.7% | $8,388+52.0% | $6,925+84.0% |