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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 | $133,348 | $123,793+7.7% | $177,848-25.0% | $79,856+67.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.46% | 22.82%-10.4pp | 48.33%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $6,739 | $4,095+64.6% | $5,919+13.9% | $2,471+172.7% |
| Participant deferral / active EE | $4,488 | $5,956-24.7% | $7,714-41.8% | $3,741+20.0% |
| Admin fee / account holder | $10,547 | $7,243+45.6% | $12,431-15.2% | $5,306+98.8% |