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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 | $137,855 | $87,166+58.2% | $76,735+79.7% | $137,256+0.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.16% | 26.50%-12.3pp | 29.77%-15.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $6,131 | $2,904+111.1% | $2,454+149.8% | $4,156+47.5% |
| Participant deferral / active EE | $7,617 | $4,726+61.2% | $4,088+86.3% | $6,407+18.9% |
| Admin fee / account holder | $7,324 | $8,403-12.8% | $7,189+1.9% | $12,270-40.3% |