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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 | $131,294 | $81,504+61.1% | $102,437+28.2% | $80,959+62.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 26.44% | 25.60%+0.8pp | 24.95%+1.5pp | 35.67%-9.2pp |
| Employer contribution / active EE | $18,948 | $3,104+510.5% | $3,871+389.5% | $2,757+587.2% |
| Participant deferral / active EE | $2,458 | $3,871-36.5% | $5,060-51.4% | $4,300-42.8% |
| Admin fee / account holder | $1,090 | $6,719-83.8% | $8,388-87.0% | $6,925-84.3% |