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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 | $148,335 | $181,896-18.5% | $156,551-5.2% | $273,972-45.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.52% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $13,971 | $6,248+123.6% | $5,501+154.0% | $4,869+186.9% |
| Participant deferral / active EE | $9,359 | $5,550+68.6% | $4,871+92.1% | $5,287+77.0% |
| Admin fee / account holder | $1,296 | $15,560-91.7% | $13,028-90.1% | $10,133-87.2% |