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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 | $128,348 | $123,793+3.7% | $177,840-27.8% | $79,852+60.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.13% | 22.82%-3.7pp | 48.32%-29.2pp | 31.72%-12.6pp |
| Employer contribution / active EE | $6,943 | $4,095+69.5% | $5,919+17.3% | $2,471+181.0% |
| Participant deferral / active EE | $6,990 | $5,956+17.4% | $7,714-9.4% | $3,740+86.9% |
| Admin fee / account holder | $8,527 | $7,243+17.7% | $12,431-31.4% | $5,306+60.7% |