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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 | $142,430 | $106,749+33.4% | $145,433-2.1% | $82,448+72.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.52% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $6,926 | $3,444+101.1% | $4,554+52.1% | $2,551+171.5% |
| Participant deferral / active EE | $9,175 | $6,519+40.7% | $7,897+16.2% | $4,139+121.6% |
| Admin fee / account holder | $6,943 | $8,390-17.2% | $13,129-47.1% | $7,234-4.0% |