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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 | $129,700 | $96,562+34.3% | $80,976+60.2% | $273,968-52.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.06% | 15.14%-7.1pp | 17.10%-9.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $12,759 | $4,868+162.1% | $3,714+243.5% | $4,869+162.1% |
| Participant deferral / active EE | $8,274 | $6,597+25.4% | $5,696+45.3% | $5,287+56.5% |
| Admin fee / account holder | $1,258 | $7,493-83.2% | $5,516-77.2% | $10,132-87.6% |