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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 | $127,145 | $138,393-8.1% | $184,256-31.0% | $80,959+57.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.72% | 20.01%-6.3pp | 28.85%-15.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $7,940 | $4,847+63.8% | $6,427+23.5% | $2,757+188.0% |
| Participant deferral / active EE | $5,217 | $7,076-26.3% | $9,133-42.9% | $4,300+21.3% |
| Admin fee / account holder | $15,230 | $10,489+45.2% | $13,899+9.6% | $6,925+119.9% |