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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 | $129,394 | $138,385-6.5% | $184,243-29.8% | $80,925+59.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.89% | 20.02%-8.1pp | 28.82%-16.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $8,824 | $4,851+81.9% | $6,427+37.3% | $2,756+220.1% |
| Participant deferral / active EE | $12,130 | $7,075+71.4% | $9,132+32.8% | $4,299+182.2% |
| Admin fee / account holder | $43,985 | $10,489+319.4% | $13,914+216.1% | $6,940+533.8% |