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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 | $124,294 | $83,061+49.6% | $126,068-1.4% | $94,015+32.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 14.50% | 20.41%-5.9pp | 15.01%-0.5pp | 17.84%-3.3pp |
| Employer contribution / active EE | $3,356 | $2,864+17.2% | $3,968-15.4% | $2,790+20.3% |
| Participant deferral / active EE | $8,773 | $7,042+24.6% | $8,214+6.8% | $4,249+106.5% |
| Admin fee / account holder | $18,322 | $7,208+154.2% | $18,264+0.3% | $8,951+104.7% |