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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 | $141,464 | $107,421+31.7% | $182,262-22.4% | $94,015+50.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 18.03% | 21.32%-3.3pp | 140.60%-122.6pp | 17.84%+0.2pp |
| Employer contribution / active EE | $3,097 | $3,448-10.2% | $5,046-38.6% | $2,790+11.0% |
| Participant deferral / active EE | $10,583 | $6,558+61.4% | $8,276+27.9% | $4,249+149.0% |
| Admin fee / account holder | $7,237 | $8,692-16.7% | $16,712-56.7% | $8,951-19.2% |