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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 | $141,388 | $181,896-22.3% | $156,551-9.7% | $273,972-48.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.45% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $9,025 | $6,248+44.4% | $5,501+64.1% | $4,869+85.4% |
| Participant deferral / active EE | $8,288 | $5,550+49.3% | $4,871+70.2% | $5,287+56.8% |
| Admin fee / account holder | $1,201 | $15,560-92.3% | $13,028-90.8% | $10,133-88.1% |